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File 2019 IRS Form 1099-R Online

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Form 1099-R Key Features

State Filing

State Filings

Quickly and easily e-file your State 1099 Forms along with any State Recon/Transmittal Forms that you may need.

Postal Mail & Online Access

Postal Mail

TaxBandits delivers your recipient copies by postal mail.

FIRE File Upload

FIRE File Upload

Instantly convert your FIRE file into individual forms. Also, the forms can be downloaded, printed, and we will mail copies to your recipients.

Bulk Upload

Bulk Upload

Make use of our bulk upload template and simplify the time taken in manually uploading your 1099 Form data. Download Template Now

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What Information is Required to File Form 1099-R Online?

  • 1. Payer Details: Name, EIN/SSN, and Address
  • 2. Recipient Details: Name, EIN/Social Security, and Address
  • 3. Federal Details: Distribution Received and Federal Tax Withheld
  • 4. State Filing Details: State Income, Payer State Number, and State Tax Withheld

Start filing your 1099-R tax returns with TaxBandits.

Frequently Asked Questions

What is IRS Form 1099-R?

Form 1099-R 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 death benefit payments made by employers that are not made as part of a pension, profit-sharing, or retirement plan. Form 1099-R must be filed to the IRS and a copy must be issued to the recipient.

What are the due dates for Form 1099-R?

January 31, 2020 is the due date to distribute copies of Form 1099-R to the recipient. Form 1099-R is due by February 28, 2020 if you choose to file by paper. E-filing 1099-R is due on March 31, 2020.

Am I required to file Form 1099-R with the State?

File the Form 1099-R 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.

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 incurs Form 1099-R penalties?

  • Failing to file machine-readable paper forms
  • Paper filing when you are required to e-file
  • Failing to include all the required filing information
  • Information or data entered incorrectly
  • Failing to report a Taxpayer Identification Number (TIN)
  • Reporting an incorrect TIN

Click here to know about Penalties.

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.

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