1099-R is generally used to report designated distributions
of $10 or more from pensions, annuities, profit-sharing
and retirement plans, IRAs, and insurance contracts.
software makes it easy to import, print and/or efile IRS
Form 1099-R quickly and easily.
on the screen as it would be typed on the form itself.
Or import the
data from Excel, csv file format
or some type
of spreadsheet. Its easy to do.
needed to fill 1099-R form can be saved for later use and
number of 1099-R Forms.
prints just the user data on the red-ink Copy A as well
as Form 1096. You can adjust the vertical and
horizontal offsets so that the software prints perfectly
on the red-ink forms. Copy B, C, 1, 2, and D can be
printed on plain paper with black ink. Print with
SSN masking and/or with instructions.
1099-R's electronically with the IRS.
creates files in the format required by the
IRS for electronic transmission. The system is updated each
year to reflect the format changes that are made by the
is the only company to offer
click a button and the software will automatically log in
and upload your file to the IRS FIRE system. You will receive
verification within seconds of receipt of your file.
may be stored/saved anywhere on your hard drive, portable
drives, network drives or external diskettes for quick retrieval.
Save payer's name, street address, city, state, zip code,
telephone number and federal identification number for quick
form entry to reduce repetitive typing.
update feature helps us communicate with you, the customer,
and keep you up-to-date with the latest form revisions.
Copy B to the payer by January 31.
A of this form with the IRS by February 28. If you file electronically,
the due date is March 31.
Screenshots: (when viewing these images in internet
explorer, you might have to click on the image a 2nd time
to view at full size)
1096 Data Entry
1099-R Data Entry
returns can be stressful. We can help eliminate the stress
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