Form 1099 is a series of forms described by the Internal Revenue Service (IRS) as “information returns”, used to report income other than a regular salary.

Generally, yes, if you had income taxes withheld from the distribution reported on the Form 1099. The information provided on the Form 1099 is used in preparing your tax return. Contact your tax advisor for any questions.

A Form 1099-R is required to be sent to you by January 31 of the year following your distribution. You should receive your Form 1099-R by mid-February. Please let us know if you do not receive the form by then. If you have recently moved or changed addresses, we can request a duplicate Form 1099-R for you after January 31, if necessary.

Log into principal.com and select My Profile. Under My Documents you will find a section called Tax Documents. That’s where you’ll find documents like your Form 1099.