Form 1099-R, Distributions from Pensions, Annuities, etc.

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The Form 1099-R, Distributions from Pensions, Annuities, etc. is used to report the distribution of retirement benefits such as pensions and annuities, and others. The Form 1099-R, Distributions from Pensions skill has been trained on a smaller set of documents. The most important data fields are defined and labeled.
Customers can use this framework skill as a starting point to label additional required fields, for further training based on incoming documents, or to adjust business rules to their own requirements.


  • The model automatically detects all fields on 1099-R forms and extracts data including Year, Payer's Name Address Phone, Payer's TIN, Recipient's TIN, Recipient's Name, Recipient's Street Address, Recipient's City State ZIP Code, Account Number, etc.
  • Business rules can be added as required, for example, to check the year for which the form was submitted, or to set a minimum threshold for income.
  • Incorporate human-in-the-loop review and verification based on accuracy thresholds, missing or incorrect information.
  • Start with the 1099-R framework skill and continue to train it on your documents and easily connect into your business processes.



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