Thursday, January 19, 2017

How to File Form 1099-R with ExpressIRSForms

Did you know that you can E-file 1099-R with ExpressIRSForms??

Well you can!

What’s Form 1099-R?

Form 1099-R is the form used to report distributions from pensions, annuities, retirement or profit-sharing plans, IRAs, insurance contracts, etc. If distributions of $10 or more were paid from one of these sources to an individual during the calendar year, it must be reported on Form 1099-R to the IRS and to the individual receiving the funds.

Most public and private pension plans not included in the Civil Service System can use Form 1099-R to report distributions as well. Filers can also use Form 1099-R to report certain death benefit payments from employers and disability payments from retiring plans.

When Does it Need to be Filed?

Like other 1099 Forms, Form 1099-R needs to be filed with the IRS the year following the tax year the distribution payments were made. So for the 2016 tax year, the deadlines for when 1099-R Forms need to be turned in are:
  • January 31, 2017, for recipient copies to be mailed out.
  • February 28, 2017, for IRS copies to be mailed, if paper filing.
  • March 31, 2017, for IRS copies to be transmitted, if e-filing.
And also like with other 1099 Forms, the Form 1099-R IRS deadline can be extended for 30 days by applying for an extension with Form 8809.

How to E-file Form 1099-R with ExpressIRSForms

Of course, one of the easiest ways to file Form 1099-R is with ExpressIRSForms! Simply log into your account and select the “Create New Form” button. Choose the 1099-R option and fill in the information needed to complete the form. Then, you’ll review your completed form(s), pay a one-time transmittal fee, and e-file your form(s) directly with the IRS. Easy peasy!

And if you select postal mailing when you check out, we’ll even send your payee copies out to your recipients for you by the next business day!

If you have any questions about getting started (or) e-filing your 1099-R Form with the IRS, don’t hesitate to reach out to us! We offer live customer support by phone (704-684-4751) and chat Monday through Friday, 9:00 a.m. to 6:00 p.m. EST. We also offer 24/7 assistance at!

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