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File IRS Form 1099-R Online

Easy and Efficient E-Filing of Form 1099
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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.

Form 1099-R 2016 Tax Year Deadlines

1099-R Recipient Copy Deadline

Recipient Copy Deadline

January 31, 2017

1099-R Paper Filing Deadline

Paper Filing Deadline

February 28, 2017

1099-R E-filing Deadline

E-filing Deadline

March 31, 2017

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 ExpressTaxFilings 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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Penalties for late filing of Form 1099-R

  • Fail to file machine-readable paper forms
  • File on paper when you’re required to e-file
  • Fail to include all information needed
  • Enter incorrect information or data
  • Fail to report a Taxpayer Identification Number (TIN)
  • Report an incorrect TIN

Your penalty is based on when you file the complete and corrected return.

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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Extensions For Form 1099-R

Need more time to file your Form 1099-R Online?

An extension for Form 1099-R can be received by filing Form 8809. Form 8809 offers a 30-day automatic extension and can be filed online with ExpressTaxFilings. Within few minutes, ExpressTaxFilings can have your 1099-R filing extension done.

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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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