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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.

What is a Form 1099-R?

Why do I file Form 1099-R?

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

Who needs to file Form 1099-R?

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

What to report on Form 1099-R

Distributions from retirement or profit-sharing plans, any IRA, insurance contracts or IRA re-characterizations.

Amount to report on Form 1099-R

$10 or more

Supported 1099 Forms

We've made it easy to file your 1099 forms. Simply create a Yearli account, enter or import your data, review your data and checkout. It's that easy. Yearli will file your forms to the IRS, applicable state agency and send copies to your recipients.

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1099-NEC

1099-MISC

1099-INT

1099-DIV

1099-R

1099-S

1099-A

1099-B

1099-C

1099-G

1099-PATR

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Patrick G. | October 22, 2024

Very easy and cost effective method of filing a Form 941

Ken K. | October 18, 2024

Easy and quick to use.

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