1099-R Software (Tax Software 2023)
Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.
Use the software today! Order online and the shopping cart will e-mail you instructions on how to activate the software.
Software
1099-R Electronic Filing Software
$289.95
Software requires a transmitter control code (TCC) issued by the IRS.
Software imports up to 2,500 records. Additional
10,000 record increments can be purchased by calling
sales at (480) 706-6474.
Outsourcing
Let out trained staff import your data from excel, print and
mail, and electronically file on your behalf using our TCC
number. We work quickly and have experienced staff who
can provide complete, secure outsourcing solutions. Starting as
low as $399.
Outsourcing is a flat efilng fee based on each
excel file up to and including 1,000 records. Please
call our office at (480) 706-6474 for an individual quote.
IRS Form 1099-R - Form 1099-R is an information return used by financial institutions to report distributions of more
than $10 to account holders from a variety of sources including:
Pensions and annuities
Profit sharing and retirement plans
IRA's
Insurance contracts
Most of these distributions are from some type of retirement plan or fund, and there are differences in
the tax treatment of these plans. For many retirees, distributions are mandatory after a certain age,
and these amounts will need to be reported on Form 1040 as taxable income. The amounts listed on 1099-R
are for inclusion on one's income tax form, and the form is submitted to the IRS with a copy to the taxpayer.
1099-R software makes it easy to import from excel, print and electronically file originals, corrections
and replacements of Form 1099-R to the IRS.
New Paper/Electronic Filing Threshold...
IRS mandates electronic filing of 10 or more information returns. The new
threshold is effective for information returns beginning tax year 2023. FIRE TCC holders who submitted their TCC application
prior to September 26, 2021, must complete and submit a new application and verify their identity through ID.me, an IRS
provider of sign-in services.
Import...
Simply import the data from Excel. Sample excel worksheets can be downloaded from this site.
Print...
Copy B, C, 1, 2, and D can be printed on plain paper with black ink. Print with SSN masking and/or with instructions.
File Directly to the IRS...
1099-R software will generate a file formatted according to Publication 1220, Specifications for Electronic Filing
of Forms 1097, 1098, 1099, 3921, 3922, 5498, and W-2G. The system is updated each year to reflect format changes
that are made by the IRS. 1099FIRE is the only company to offer OneTouch E-Filing. One click of a button will
automatically upload data directly to the IRS FIRE system using your login credentials. A receipt of your file will be
displayed on screen.
1099-R software is valid for the tax year 2023 season and prior tax years. Renewals can be purchased at a reduced cost.
Replacements, Corrections, Prior Years...
Need to file an original or correction for a current or prior year? Not a problem. 1099-R
software let's you print and electronically file originals, replacements, or corrections for current or prior years.
Due Dates...
Furnish Copy B to the recipient by January 31. File Copy
A of this form with the IRS by February 28. If you
file electronically,
the due date is March 31.
Articles...
1099-R: Distributions From Retirement Plans
What is IRS Form 1099-R?
About Form 1099-R
Related...
1099-R software, form 1099-R, distributions from pensions, irs form 1099-R, Retirement account distributions,
Pension and annuity income, IRA distribution reporting, 1099-R tax reporting, Retirement plan withdrawals,
Reporting retirement income to the IRS, Early retirement withdrawals, Required Minimum Distributions (RMDs),
Distributions from annuity contracts, Pension plan distribution