Form 1099-R
Putnam's Form 1099-R reports all taxable distributions from your Putnam retirement plan accounts. It includes both full and partial distributions. If a direct rollover out of a qualified plan or an IRA occurred, it will be reported on your Form 1099-R. This information is reported to the IRS.
To view the tax filing information for a form section, click on the appropriate letter below.
To view the tax filing information for a form section, click on the appropriate letter below.
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Putnam Investor Services P.O. Box 8383 Boston, MA 02266-8383 1-800-225-1581 RECIPIENT'S name, address, and ZIP code JOANNE SAMPLE PO BOX 41203 PROVIDENCE RI 02940-1203 
 Corrected (if checked) 
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| Payer Name, Payer Tax I.D. Number and Account Number | 1.
Gross Distribution |
2a.
Taxable Amount |
2b.
Taxable Amount Not Determined |
2b.
Total Distribution |
4.
Federal Income Tax Withheld |
7.
Distribution Code(s) |
IRA/
SEP/ SIMPLE |
12.
State Tax Withheld 13. State/ Payer's State No. |
|---|---|---|---|---|---|---|---|---|
Putnam Funds Trust
Consolidated TEFRA 04-3001046 |
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0001-0123456789 |
.49 | .49 | X |
X |
.00 | 1 |
X |
99,999.99
CA 01-1111111 |
0251-0123456789 |
.96 | X |
X |
.00 | J |
777.77 VA 01-1111222 |
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0045-0123456789 |
6.30 | X |
X |
.00 | Q |
555.55 CA 01-1111111 |
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Frequently Asked Questions
- What information is reported on my form 1099-R?
Form 1099-R reports total and partial distributions from profit-sharing, retirement, and IRA plans.
- Does Putnam determine what portion of my distribution was taxable?
No, Putnam does not make this determination.
- Are dividends and capital gains reported on my form 1099-R?
Only those distrubitions payable to you in cash will be reported on the 1099-R.
- How long do I have to reinvest my retirement funds before I am subject to income taxation on the distribution?
You have 60 days from the time you took the distribution to roll over your retirement funds into another retirement account before you are subject to adverse tax consequences.
- Why did I receive multiple copies of Form 1099-R?
If you had federal and/or state income tax withheld on your account, you will receive additional copies which should be filed with your IRS tax return.
- Why was state withholding taken from my redemption?
If you had federal and/or state income tax withheld on your account, you will receive additional copies which should be filed with your IRS tax return.
- Why did I receive multiple copies of Form 1099-R?
Some states require withholding from retirement distributions any time federal withholding is required on those distributions. If state withholding was taken from your redemption, you lived in a state with this requirement.
- Why was state withholding taken from my redemption?
Some states require withholding from retirement distributions any time federal withholding is required on those distributions. If state withholding was taken from your redemption, you lived in a state with this requirement.
- Why does my Form 1099-R show more than one distribution code for my distribution transaction?
Certain distribution transactions require using more than one Distribution Code to accurately identify the type of distribution you received. See the Distribution Code(s) listed for Column 7 on the back of your Form 1099-R to identify payment code descriptions.
None of the information in this Web site should be considered
legal or tax advice. You should consult your legal or tax advisor for information
concerning your own specific tax situation. The forms and numbers shown in this
Web site are for illustrative purposes only.