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.
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1099-R Filing Options
We've made it easy to use to file your 1099-R forms through Yearli. Simply create a Yearli account, enter or import your data, review, update and validate your data, then checkout. It's that easy. We'll file your forms to the IRS/SSA, applicable state agency and send copies to your recipients.
1099-R Filing Deadline
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.
Estimate Your Filing Costs
Core
- Standard
- $4.99
Performance
- Standard
- $4.99
Premier
- Standard
- $4.99