irs-authorized efile provider

File IRS Form 1099-R Online

Easily and Efficiently E-file Form 1099-R
E-File Now

Overview of Form 1099-R

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.

2017 Form 1099-R Tax Year Deadlines

1099-R Recipient Copy Deadline

Recipient Copy Deadline

January 31, 2018

1099-R Paper Filing Deadline

Paper Filing Deadline

February 28, 2018

1099-R E-filing Deadline

E-filing Deadline

April 2, 2018



Information Needed to E-file Form 1099-R

  • Payer Details: Name, EIN, Address, and Contact Information
  • Payee Details: Name, SSN, Address, and Contact Information
  • Federal Details: Distributions Received and Federal Tax Withheld
  • State Details: State Name, ID Number, and State Tax Withheld
IRS Form 1099-R 2017

Steps to E-File Form 1099-R

Video Image
  • Sign into your TaxBandits account
  • Begin a new 1099-R return
  • Enter the details of the payer and recipient
  • Enter the state & federal details
  • Review and transmit your Form 1099-R to the IRS

Form 1099 State Filings

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

Reasons for Form 1099-R Filing Penalties

  • Failure to file machine readable paper forms
  • You have paper filed when you are required to e-file
  • Failure to include all the required filing information
  • Your information or data has been entered incorrectly
  • Failure to report a Taxpayer Identification Number (TIN)
  • You have reported an incorrect TIN

Form 1099-R Corrections

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

Form 1099-R Tax Extension

Need more time to file your Form 1099-R?

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

Download the Form 1099 Mobile App

E-File 1099-R Form from Our Mobile Device

This application is free to download on any iOS or Android device. Download our app today to efficiently file Form 1099-R from your phone.

googlePlay appStore
Mobile App Image

Form 1099-R Resources

Frequently Asked Questions

FAQs

Find answers to commonly asked questions!

Check Now
TaxBandits Blogs

Blog

Helpful Blogs for Successful Business Owners

Read Now
TaxBandits Videos

Help Videos

Watch helpful step-by-step tutorials

Watch Now

Success Starts with TaxBandits

The Smart Business Owners Choice