Extract Data from 1099-R Forms with AI
Process 1099-R forms from retirement plan administrators, insurance companies, and brokerage firms. Our AI accurately extracts gross distributions, taxable amounts, distribution codes, and all federal and state withholding information.
What We Extract
- ✓Gross distribution (Box 1)
- ✓Taxable amount (Box 2a)
- ✓Capital gain (Box 3)
- ✓Federal income tax withheld (Box 4)
- ✓Distribution code(s) (Box 7)
- ✓State tax withheld (Box 12)
- ✓Total employee contributions (Box 5)
How It Works
1
Upload your 1099-R (PDF or image)
2
AI extracts all boxes including distribution codes
3
Review data with confidence scores
4
Import into your tax preparation software
Who Uses This
- →Tax preparers handling retirement distributions
- →Financial advisors managing client IRA/401k withdrawals
- →Pension administrators processing bulk distributions
Works With
FidelityVanguardTIAAEmpowerPrincipalMass MutualMetLifeand hundreds more
FAQ
Do you correctly identify distribution codes?
Yes. Our AI recognizes all distribution codes (1, 2, 3, 4, 7, G, etc.) and extracts them accurately.