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New E-File Threshold Is Here: IRS regulations lower the e-file threshold for information returns from 250 returns to 10 returns for calendar year 2023 (filed in 2024). Read More >

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?

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 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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Core

W-2 & 1099
$4.99
$5.99Jan 30 & 31
Choose Performance or Premier for 1095 (ACA) Filing.

Performance

W-2 & 1099
$83.99
1095 (ACA)
$84.49

Premier

W-2 & 1099
$401.50
1095 (ACA)
$400.84

Custom

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Pricing reflects estimated cost to file W-2, 1099 & 1095 forms. Price also includes federal e-file, state reporting (where applicable), recipient print and mail. Peak Pricing may apply. View detailed pricing for complete pricing.
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Paul | February 7, 2023
Yearli was recommended by a colleague as a easy, intuitive, time saving efficient and effective tool to get a tedious annual job done. I wholeheartedly agree after years of painful manual processing.
Jeff | February 7, 2023
Easy to navigate, quick, reasonable price for service delivered!
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