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E-File Form 1099-R Online
Financial institutions and other retirement/insurance plan providers
can file 1099-R with the IRS and distribute recipient copies conveniently.
Why Choose TaxBandits to
E-file 1099-R?
- Effortless and secure e-filing
- Supports filing with both Federal and State
- Flexible solution for secure recipient copy distribution
- Built-in validations for accurate filings
- Dedicated support via Phone, Email, and Live Chat
Check out What’s New!
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 benefit plans, permanent and total disability payments.
- 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.
| Filing Methods | Filing Deadline |
|---|---|
| E-filing Deadline | March 31, 2025 |
| Recipient Copy Distribution Deadline | January 31, 2025 |
What Information is Required to File Form 1099-R Online?
- 1. Payer Info: Name, TIN, and Address
- 2. Recipient Info: Name, TIN, address, and account number
-
3. Distribution/Contribution Info: This may include,
- i. Gross distribution
- ii. Taxable amount
- iii. Employee contributions or Insurance premiums
- iv. Distribution code
- v. Your percentage of the total distribution
- 4. Federal Tax Withheld (If any)
- 5. State Tax Info: State tax withheld, payer’s state identification number, and state distribution
- 6. Local Tax Info: Local tax withheld, name of the locality, and local distribution
Start filing your 1099-R tax returns with TaxBandits by creating an account!
Experience Seamless 1099-R Filing with TaxBandits
Let TaxBandits revolutionize your 1099-R filing process with comprehensive services, ensuring complete compliance with federal and state regulations.
Federal and State Filing
- Effortlessly prepare and e-file 1099-R forms to meet compliance with both federal and state-specific filing requirements.
W-9 Manager
- Gather W-9 forms from recipients securely online and effortlessly file 1099-R returns at the click of a button.
Data Validations
- Opt for our TIN Matching and USPS Validation services to make sure your 1099-R returns are error-free.
Postal Mailing
- Let TaxBandits print and mail 1099-R copies on your behalf to your recipients quickly and efficiently.
Online Access
- Share 1099-R copies with the corresponding recipients electronically through a secure online portal.
Corrections
- If any changes are needed to the 1099-R forms you previously filed with TaxBandits, you can easily file corrections.
How to File Form 1099-R Online for 2024 with TaxBandits?
Start by selecting Form 1099-R from your dashboard. With TaxBandits, you can file this form for both the current and previous tax years.
Select ‘Manual entry’ and enter the required information on Form 1099-R. You can save your progress by clicking “Save as draft” and continue from where you left off.
You can choose state filing and select how you'd like to distribute recipient copies—by mail, online access, or with the BanditComplete option, which offers both.
Review the information entered on Form 1099-R and make any necessary changes.
After reviewing, transmit the completed Form 1099-R to the IRS and state.
Are you ready to E-file your 1099-R Form? File in minutes with TaxBandits!
How to E-file 1099-R?
Our Key Features: Discover the Ease of E-Filing 1099-R Online With TaxBandits
User-Friendly Interface
Experience the seamless navigation and stress-free filing process with our user-friendly interface.
Address Book
Simply add payers and recipients once, securely store their information, and easily access it for all your future filings.
Bulk Upload Options
Easily upload your data using our standard CSV template and say goodbye to manual data entry.
Save As Drafts
You can save your progress while filing Form 1099-R and continue later from where you left off.
Internal Audit Check
Before transmitting your 1099-R forms, built-in error checks will audit them for any common errors.
IRIS Business Validation
Our cutting-edge software adheres to IRIS standards and ensures accurate validation of your 1099-R based on the new IRS business rules.
Download Form Copies
TaxBandits allows you to download and print copies of the transmitted forms independently.
Dedicated Support
We’ve got a team of experts who always have your back when you have any queries during the filing.
Exclusive PRO Features for Tax Professionals
Streamline your tax filing process and boost your productivity with specialized features crafted for tax professionals.
BanditCollab (Team Management)
Add as many team members as you need and assign each team member a specific role, such as preparer, approver, or transmitter, based on their filing responsibilities.
BanditConnect (Client Management)
Unlock BanditConnect's full potential for safe and seamless file sharing and client interaction. Customize the portal to showcase your own brand.
Custom Reports
Obtain valuable insights through comprehensive reports that provide visibility into team member activities and client filings. Enhance your decision-making process with thorough analytics.
Developer-Friendly API for Automating Your 1099-R E-filing
Discover the power of our API, which allows you to smoothly automate the 1099-R filing and distribution process directly from your existing systems. By seamlessly integrating our 1099 API into your software or platform, you can revolutionize your filing workflow, minimize manual input, and promote accuracy.
Learn moreSee What Our Clients Say About TaxBandits
Easy and Economical when filing 1099 R forms.
Super efficient. Love the electronic filing of Retirement forms with the IRS.
Easy & straight forward, easy navigation to next steps, good importing feature
User friendly and easy to generate my 1099 forms and filing with the IRS.
Makes tax preparation work a lot easier especially for 1099 forms.
I only wanted to file my W-2 forms. But, I found option to file 1099 INT, R forms.
Frequently Asked Questions About Form 1099-R
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 28, 2025. - The due date to file Form 1099-R on paper is
February 28, 2025.
Note: If the due date falls on a weekend or federal holiday, you should file on the next business day.
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 the extension to file Form 1099-R?
A Form 1099-R extension can be received by filing Form 8809 which provides a 30-day automatic extension.
Learn More about Form 1099 Extensions.
Helpful Resources for Filing 1099-R Online
