1099-R · e-file

File your 1099-R online

Report the retirement plan and IRA distributions you administered, and e-file to the IRS.

Start my 1099-R

From $3.50 per record — down to $0.80 at volume. Corrections at no charge.

What the 1099-R reports

Distributions from pensions, annuities, retirement plans, and IRAs.

Gross distribution (Box 1)
Taxable amount (Box 2a)
Capital gain, included in Box 2a (Box 3)
Federal income tax withheld

When it's due

The IRS e-file deadline for the 1099-R is March 31 of the year after the tax year.

Enter your records early and pick a release date — checkout holds them until then, and warns you before any chosen date would file late.

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