E-File 1099 R Form | Form 1099-R, Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.| E-File 1099-R | 1099-R Filing Due Date | 1099-R Online | 1099-R Corrections

What is IRS Form 1099R?


Payment Settlement Entities (PSE) file form 1099R for payments made in settlement of a reportable payment transaction. Payments include those made through payment cards, such as a credit, debit, or gift card, or through a third party network.

  • Filing 1099R for as low as $.55 - $2.90 per form / per recipient

Who receives this form?

Every PSE or other party which submits instructions to transfer funds to the account of a participating merchant, in settlement of reportable payment transactions, must file an information return (Form 1099-R) with respect to each participating payee for that calendar year.

  • To whom you paid amounts reportable in boxes 1, 3, and 8 of at least $10 (or at least $600 of interest paid in the course of your trade or business described in the instructions for Box 1. Interest Income, later),
  • For whom you withheld and paid any foreign tax on interest, or
  • From whom you withheld (and did not refund) any federal income tax under the backup withholding rules regardless of the amount of the payment.

Important dates

With Tax1099.com, we automatically schedule your IRS eFile transmission date for the eFile deadline. That allows you to make changes to forms after creating them for your vendors and before sending them to the IRS, without the need to issue corrected forms – all at no additional cost for the eFile update. You may also change the scheduled date to occur earlier than the deadline if you prefer.

The IRS 1099-R Form is subject to the slightly different deadlines as other IRS 1099 Forms. Their deadlines are as follows

Filing Type Due Date
Recipient copy Jan 31, 2018
IRS Paper Filing Feb 28, 2018
IRS eFile Mar 31, 2018

eFile info



Electronically filed 1099-R forms are directly transmitted to the IRS from the Tax1099.com system.

IRS eFiled acceptance acknowledgment comes within 3 to 7 business days.

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eFiling to states that participate in the Combined Federal/State Filing Program (CFSFP) is included in the federal eFiling charge. An additional $.50 fee applies to states that do not participate in the CFSFP.

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