Refer and Earn! Refer friends, colleagues and business associates to Yearli and earn a $10 Amazon gift card for each referral that completes a filing. Refer Now

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

Amount to report
$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.

Core

Sign Up
Free
Annual Subscription + Filing Fees

Performance

Sign Up
$99
Annual Subscription + Filing Fees

Desktop

Sign Up
$439
Annual Subscription + Filing Fees

Estimate Your Filing Cost

Number of forms

Core

W-2 & 1099
$4.99
$5.99Jan 31

Performance

W-2 & 1099
$83.99

Desktop

W-2 & 1099
$401.50
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.
View Detailed Pricing

What Our Customers Are Saying

4.8
Out of 5.0
Overall rating
based on 32,000+ ratings and reviews.
97%
of customers that buy from this merchant give them a 4 or 5-Star rating.
Rudy C | October 31, 2018
Website was easy to navigate and file forms.
Ernest J W | October 30, 2018
Great service for small business.
Read More Reviews