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File IRS Form 1099-R Online

Easily and Efficiently E-file Form 1099-R
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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

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  • 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.

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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.

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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.

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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.

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Form 1099-R Resources

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