Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.
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|1099-R for Paper Filing Only||$79.95||All 1098, 1099, 5498 and W-2G modules for paper and electronic filing.||$289.95|
Let our trained staff import your data from excel, print and mail, and electronically file on your behalf. We can help eliminate the stress of filing information returns by providing complete, secure outsourcing solutions for IRS Forms 1042-S, 1095, 1097, 1098, 1099, 3921, 3922, 5498, 8027, 8966, 8955-SSA and W-2G. Competitive pricing. Please call our sales office at (480) 460-9311 and they can provide an estimate of the cost. Stay compliant, reduce administrative costs and know that the job will get done right.
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
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.
Our 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.
Type information on the screen as it would be typed on the form itself. Or import the data from Excel or some type of spreadsheet. Its easy to do.
All data needed to fill 1099-R form can be saved for later use and modification.
Print unlimited number of 1099-R Forms.
Our 1099-Software 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.
One Touch E-Filing...
File unlimited 1099-R's electronically with the IRS. Our software 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 IRS.
1099FIRE is the only company to offer OneTouch E-Filing. Just 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.
Other Software Features...
Data entered may be stored/saved anywhere on your hard drive, portable drives, network drives or external diskettes for quick retrieval. Save payer name, street address, city, state, zip code, telephone number and federal identification number for quick form entry to reduce repetitive typing.
Free live update feature helps us communicate with you, the customer, and keep you up-to-date with the latest form revisions.
Free technical support.
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.
1099-R: Distributions From Retirement Plans
What is IRS Form 1099-R?
About Form 1099-R
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