SOFTWARE       for filing of all 1095-B, 1095-C, 1097, 1098, 1099, 3921, 3922, 5498, 8027, 8955-SSA, 8966 FATCA Report, W-2, W-2C, W-2G, and 1042-S tax forms.
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IRS Form 1099-R 1099-R Software

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.

1099-R Software 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. 1099-R Software

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

1099-R software to report distributions from pensions. Efile IRS Form 1099-R. 5
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