Extract Data from 1099-R Forms with AI
Process 1099-R forms from retirement-plan administrators, insurers, and brokerages. The parser targets gross distributions, taxable amounts, distribution codes, and federal and state withholding fields.
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 identifies configured fields, including distribution codes
3
Review data with confidence scores
4
Export the reviewed result
Who Uses This
- →Tax preparers handling retirement distributions
- →Financial advisors managing client IRA/401k withdrawals
- →Pension administrators processing bulk distributions
Representative Source Layouts
FidelityVanguardTIAAEmpowerPrincipalMass MutualMetLifeTest your own sample before scaling
FAQ
How are distribution codes handled?
Distribution-code fields are included in the extraction target. Verify the extracted code against Box 7 before using it for tax preparation.