File 1099-R Online

When would you need to file a IRS Form 1099-R?

• Profit-sharing or retirement plans.
• Individual retirement arrangements (IRAs).
• Annuities, pensions, insurance contracts, or survivor income benefit plans.
• Permanent and total disability payments under life insurance contracts.
• Charitable gift annuities and similar arrangements.

You Should file Form 1099-R to report death benefit payments made by employers that are not part of the retirement plan, annuity, etc.

For more informaiton about IRS Form 1099-R visit IRS official website www.irs.gov

1099-R Deadline and Important Dates

With Tax1099.com, you can schedule the date that your forms are transmitted to the IRS. Scheduling your forms gives you time between when we email/USPS your forms to vendors and when we send the forms to the IRS. This is useful because your vendors may have edits to make. You can make those changes in Tax1099 before the scheduled date at no extra charge. We automatically schedule your IRS eFile transmission at a week away from when you submit, or by the deadline. You can edit this date to match your preference.

1099-R eFile Info

Electronically-filed 1099-R Forms are Directly Transmitted to the IRS from Tax1099.

You will receive IRS acknowledgement of your eFile by email within 3 - 7 business days.

1099-R Fee Calculator

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1099-R Electronic FIling Requirements

• Payer information: Your name, address, and Employer Identification Number (EIN) .
• Payee information: The recipient's name, address, and Social Security number
• Distribution information: The type of distribution, the total amount of the distribution, any taxable amount of the distribution, and any federal income tax withheld from the distribution

1099-R state Filing Requirements