E-File Form 1099-R Online
Prepare and file 1099-R securely with TaxBandits to report distributions from pensions, annuities, individual retirement arrangements, charitable gift annuities, etc.
A Complete Solution for Filing Form 1099-R
- Multiple Data Import Options
- Supports Federal, State Filing, and Corrections
- Deliver Recipient Copies by Mail or Online
- AI-powered Assistance & World-Class Support
Powerful PRO Features for Tax Professionals
- Comprehensive Client Management
- Streamlined Team Management
- Insightful Reports
Form 1099-R: Key Takeaways
- Form 1099-R reports distributions from pensions, annuities, retirement or profit-sharing plans, IRAs, insurance contracts, charitable gift annuities, survivor income benefits plans, etc.
- Roth contributions, death benefits, and disability payments are also reported on Form 1099-R.
- Payments subject to withholding of Social Security and Medicare taxes should be reported on Form W-2, not in Form 1099-R.
- Form 1099-R must be filed electronically by March 31, 2025, and furnish recipient copies by January 31, 2025.
Effortless 1099-R Filing Starts Here!
Explore the powerful features that make TaxBandits the ultimate solution for e-filing Form 1099-R effortlessly.
How to E-file 1099-R
Exclusive Pro Features Designed for Tax Professionals
Enhance your tax filing process with exclusive features designed specifically for tax professionals.
Client Management
Stay connected with clients through a secure, customized portal. Exchange data, share documents, and maintain seamless communication to track your clients’ filings.
Team Management
Securely invite team members to manage your clients' filings with their credentials. Assign the preparer, approver, or transmitter roles to delegate tasks and streamline workflows.
Comprehensive Reports
Access detailed reports to gain insights into team performance and client filings. Leverage in-depth analytics to make informed decisions and enhance productivity.
Simplify your firm’s 1099-R filing process with our PRO features!
Contact our team at (704) 684-4758 to explore custom pricing options for high-volume filing!
What Information is Required to E-file Form 1099-R Online?
Discover the essential information required to file 1099-R electronically
Payer Info:
Name, TIN, and Address
Recipient Info:
Name, TIN, address, and account number
Distribution/Contribution Info:
This may include,- Gross distribution
- Taxable amount
- Employee contributions or Insurance premiums
- Distribution code
- Your percentage of the total distribution
- Total employee contribution
Federal Tax Withheld (If any)
State and Local Tax Information
Wages, tips, and income tax withheld from both. Learn More
Create your free TaxBandits account to start e-filing Form 1099-R today!
How to E-file Form 1099-R Online with TaxBandits
TaxBandits offers flexible options for completing 1099-R filings. Choose your preferred data import methods to get started!
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Step 1: Enter Form Data
Fill out your 1099-R form by entering the required information in the respective fields.
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Step 2: Complete State Information
Provide state-specific information on Form 1099-R. Complete the Reconciliation Form if required.
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Step 3: Opt-in to Recipient Copy Distribution
Allow TaxBandits to distribute your recipient copies through Postal Mail, Online Access, or both.
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Step 4: Review and Transmit
Review the form summary and transmit the forms to the IRS and state agencies.
We'll email you updates about the status of your forms. You can also track the status directly from your dashboard.
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Step 1: Choose the Bulk Import Method
Use our standard CSV template or upload your file option to import data in bulk.
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Step 2: Review Import Summary
Our system generates your 1099-R forms based on the data imported. You can then review and make any necessary updates.
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Step 3: Add State Filing and Copy Distribution
Complete state-specific details on Forms 1099-R and the Reconciliation form, if required. Then, choose distribution options: Postal Mail, Online Access, or both.
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Step 4: Review and Transmit
Review the form summary and transmit the forms to the IRS and state agencies.
We'll email you updates about the status of your forms. You can also track the status directly from your Dashboard.
Ready to E-file Form 1099-R with the IRS and States?
How to E-file 1099-R
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Frequently Asked Questions About Filing Form 1099-R Online
What is IRS Form 1099-R?
Form 1099-R is an IRS form that reports the various distributions related to retirement benefits, including pensions, annuities, retirement plans, profit-sharing, IRAs, and insurance contracts. In addition, the Form 1099-R is often used for private and public pension plans which aren't included in the Civil Service System.
It is also used to report employer death benefit payments that are not made as part of a pension, profit-sharing, or retirement plan.
Want to know how to complete Form 1099-R? Here are the step-by-step Form 1099-R Instructions.
What are the due dates for Form 1099-R for the 2024 tax year?
- The due date to file Form 1099-R electronically is
March 31, 2025. - The due date to distribute the recipient copy is
January 31, 2025. - The due date to file Form 1099-R on paper is
February 28, 2025.
Visit https://www.taxbandits.com/1099-forms/form-1099-r-due-date/ to learn more about 1099-R Due dates.
Is It Required To File Form 1099-R With The State?
File the 1099-R Tax Form with the state department applicable to your state. If the state is a part of the Combined Federal/State Filing, then the IRS will forward the original and corrected forms to your state free of charge.
Check Your State Filing Requirements.
Form 1096 is not required when you file Form 1099-R electronically.
When to correct Form 1099-R?
If your Form 1099-R is rejected or you notice an error on an already filed 1099-R Form, you'll need to correct it as soon as possible. Corrections can be filed by electronically or on paper. If your error involves payee information, file a corrected form with the IRS and mail a corrected copy to the payee.
Learn More to know about Form 1099-R correction.
What are the penalties for not filing Form 1099-R?
If you fail to file Form 1099-R within the specified deadlines, the IRS will impose penalties ranging between $60 and $660, depending on your business size and the delayed period.
To learn more about the 1099-R penalties, Click here.
How can I apply for an extension to file Form 1099-R?
You can apply for an extension to file Form 1099-R by submitting Form 8809, Application for Extension of Time to File Information Returns, to the IRS, which provides a 30-day automatic extension.
Learn More about Form 1099 Extensions.
Helpful Resources
What is Form 1099-R?
Form 1099-R Instructions
Form 1099 Correction
