The Form 1099-R is used for reporting the various distributions related to retirement benefits, including annuities, pensions, IRAs, profit-sharing, retirement plans, 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.
Recipient Copy Deadline
Paper Filing Deadline
Depending on your state requirements file the Form 1099-R with the applicable state department. If the state is apart of the Combined Federal/State Filing, then the IRS will forward the original and corrected forms to the state free of charge.Learn More
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. If your error is payee information, file a corrected form with the IRS and mail a new copy to the payee. If the error is the payer name or TIN, write a letter containing your name, address, error type, tax year, TIN, TCC, return type, payee number, filing method, and federal income tax withheld to the IRS.Learn More
A Form 1099-R extension can be received by filing Form 8809 which offers a 30-day automatic extension of time to file. You can easily file this form online from your TaxBandits account.Learn More