Learn More About Form 1099-R

WHAT is a 1099-R?

Form 1099-R is used to report distributions from pensions, retirement or profit-sharing plans, annuities, any IRA or an insurance contract. A 1099-R form must be provided to the recipient and a copy mailed or e-filed to the IRS.

WHY do I file 1099-R?

The IRS requires that all income is reported by businesses and individuals or penalties could apply.

WHERE do I file 1099-R?

speedEfiler.com makes it easy to file your 1099-R.  If you prefer to print and mail copies yourself, you must file a red copy with the IRS and mail copies to the recipients.

WHO needs to file 1099-R?

Any organization that has made designated distributions of $10 or more. See details and official IRS instructions below.

WHEN do I file 1099-R?

1099R forms are required to be mailed to the recipient by Jan. 31, and e-filed with the IRS by Mar. 31, or a paper copy mailed to the IRS by Feb. 28 each year.

HOW much does it cost?

Based on the number of filings, prices will vary.  Refer to the pricing chart on the left hand side of this page.

1099-R Reporting Information

W-2 & 1099 Fact Center

For more reporting information, visit the Greatland W-2 & 1099 Fact Center  HERE>

LEARN MORE About Other Forms

• W-2
• W-2c
• 1099-MISC
• 1099-DIV
• 1099-INT
• 1099-S
• 941
• 941 Sch. B
• 944 

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