Generate 1099R Statements

Overview of IL272

The Generate 1099R Statements report produces statements of distributions made to IRA recipients during the calendar year. These statements must be mailed to your investors by January 31st, and the report is typically run as part of your organization's year end periodic processing. The report also allows you to update the IRS Reporting System. To generate the report:

• From the DDI Connect main menu, double-click Financial Services
• Double-click Investments
• Double-click Reports
• Double-click 272 Generate 1099R Statements. The parameters screen will launch:

You have the following fields available:

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