If you have more than one Domini retirement account with a taxable distribution, you will receive one consolidated Form 1099-R.
If you have more than one type of retirement account with us—for example, a Traditional IRA and a Roth IRA—separate Forms 1099-R will be produced for distributions from each type of retirement account.
You will receive a Form 1099-R if you withdrew assets from your retirement plan account, even if you rolled them over and reinvested them in another retirement plan account within 60 days. You will also receive a Form 1099-R if you took your retirement account dividend distributions in cash, but not if they were reinvested into your retirement account. If you took more than one distribution from your retirement account in 2012, the distributions have been aggregated according to the type of distribution as defined by the IRS distribution code.
You will receive a Form 1099-R if you converted your Traditional IRA to a Roth IRA in 2012.
You will not receive a Form 1099-R if you had your IRA account assets moved as a trustee-to-trustee transfer of assets directly to another IRA account without taking possession of the funds.