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File your 1099-R forms for the tax year 2024 with TaxZerone
E-File Form 1099-R

File Form 1099-R for Tax Year 2024 with Ease

Report retirement distributions accurately and effortlessly with TaxZerone’s secure and hassle-free e-filing solution for Form 1099-R.

E-file Form 1099-R

Affordable Pricing

Start at just $2.49, with prices as low as $0.59 per form for bulk filings.

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For your return volume

Filing Requirements for Form 1099-R

Simplify your 1099-R filing with ease! Here's what you'll need:

  • Payer Information: Payer’s Name, TIN, and Address
  • Recipient Information: Recipient’s Name, TIN, and Address
  • Payment Information: Retirement Distribution Amount, Federal Tax Withheld (if applicable)
  • State Tax Information: Payer’s State Name, State Number, State Distribution, and State Tax Withheld.

3 Simple Steps to Complete Your Form 1099-R E-filing

Filing your Form 1099-R with TaxZerone is fast, easy, and secure. Here’s how you can do it in just three simple steps:

3 Simple Steps to Complete Your Form 1099-R E-filing
  • Enter Information for Form 1099-R

    Enter Information for Form 1099-R

    Fill in your business/ individual details (EIN/SSN), recipient's information (name, address, TIN), and the retirement distribution amount.

  • Review & transmit

    Review & transmit

    Ensure accuracy with TaxZerone’s IRS validations, then securely e-file your Form 1099-R to the IRS.

  • Send Recipient Copy

    Send Recipient Copy

    Securely deliver the recipient's copy via ZeroneVault, ensuring safe sharing or opt for postal mail.

E-file Form 1099-R

Why Choose TaxZerone for Form 1099-R E-filing?

TaxZerone is the trusted e-filing solution for businesses of all sizes. Here’s why:

Smart IRS validations

IRS Form Validations

Ensure accuracy with automatic IRS form validations for Form 1099-R submissions, minimizing the risk of errors and penalties.

Supports Bulk Upload

Supports Bulk Upload

Streamline your filing process with bulk upload for Form 1099-R, allowing you to file multiple forms efficiently, whether it’s a handful or hundreds.

Share Recipient Copies

Share Recipient Copies

Deliver recipient copies securely and on time via ZeroneVault, eliminating the hassle of managing physical forms. Alternatively, you can opt for postal mailing to ensure timely delivery of recipient copies.

Competitive pricing

Competitive pricing

Enjoy affordable pricing tailored to your filing volume, helping you save time and reduce costs.

Simplified form-based filing

Simplified Form-based Filing

Easily complete your Form 1099-R directly on our platform by filling out the required fields—we'll handle the rest.

Guided Filing Assistance

Guided Filing Assistance

Receive clear instructions and real-time guidance throughout the filing process to ensure your Form 1099-R is accurate and compliant.

Important Deadlines for Filing Form 1099-R

Send Recipient Copies

Send Recipient Copies

Deadline: January 31, 2025 Deliver recipient copies on time through ZeroneVault for secure electronic sharing or opt for postal mail.

File with the IRS (e-file)

File with the IRS (e-file)

Deadline: March 31, 2025 Submit your Form 1099-R electronically.

File with the IRS (paper)

File with the IRS (paper)

Deadline: February 28, 2025 Mail your Form 1099-R if filing on paper.

Save time and stress with TaxZerone. File your 1099-R on time and effortlessly.

Start Filing Now!

E-file Form 1099-R pricing calculate

No. of FormsPrice Per Form
1 to 25$2.49
26 to 50$1.99
51 to 100$1.59
101 to 250$1.29
251 to 500$1.09
501 to 1000$0.79
1001 and above$0.59

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Total Price:$0.00
W-2/1099 State FilingPrice Per Form
Per Form$0.99

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Total Price:$0.00
W-2/1099 Postal MailingPrice Per Form
Per Form$1.75

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Total Price:$0.00
W-2/1099 Electronic DeliveryPrice Per Form
Per Form$0.50

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Total Price:$0.00

1099-R State Filing

Did you know that some states require separate filings for Form 1099-R in addition to the federal filing? Ensure compliance with state-specific tax laws by filing in all required jurisdictions.

alabama

Alabama

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Arizona

Arkansas flag

Arkansas

california flag

California

colorado flag

Colorado

connecticut flag

Connecticut

delaware flag

Delaware

Dist. of Columbia flag

Dist. of Columbia

georgia flag

Georgia

Hawaii flag

Hawaii

Idaho flag

Idaho

illinois flag

Illinois

indiana flag

Indiana

iowa flag

Iowa

kansas flag

Kansas

Kentucky flag

Kentucky

Louisiana flag

Louisiana

Maine flag

Maine

Maryland flag

Maryland

Massachusetts flag

Massachusetts

Michigan flag

Michigan

minnesota flag

Minnesota

mississippi flag

Mississippi

Missouri flag

Missouri

Montana flag

Montana

Nebraska flag

Nebraska

New Jersey flag

New Jersey

New Mexico flag

New Mexico

North Carolina flag

North Carolina

North Dakota flag

North Dakota

Ohio flag

Ohio

Oklahoma flag

Oklahoma

Oregon flag

Oregon

Pennsylvania flag

Pennsylvania

Rhode Island flag

Rhode Island

South Carolina flag

South Carolina

utah

Utah

Vermont flag

Vermont

Virginia flag

Virginia

West Virginia flag

West Virginia

Wisconsin

Wisconsin

Schedule Filing: Plan Ahead and Stay On Track

Want to ensure your filings are submitted on time without the stress? With Schedule Filing, you can prepare your Form 1099-R filings in advance, and we’ll take care of the submission when the time comes.

Choose Your Filing Date

Choose Your Filing Date

Set your preferred filing date, and we’ll ensure your forms are submitted to the IRS promptly and accurately.

Ensure Accuracy

Ensure Accuracy

Recipients can review their 1099-R forms before submission, allowing them to identify and correct any errors in advance.

Avoid the Need for IRS Correction Forms

Avoid the Need for IRS Correction Forms

Scheduling your filing provides an opportunity to validate all details beforehand, reducing errors and eliminating the hassle of filing IRS correction forms later.

Schedule 1099-R Now!

Share Recipient Copies with Ease

TaxZerone makes it simple to deliver Form 1099-R copies to your recipients securely and on time. Choose the method that works best for your business:

Electronic Sharing via ZeroneVault

Electronic Sharing via ZeroneVault

Deliver recipient copies securely through ZeroneVault, auser-friendly platform.

  • Recipients can access their forms instantly, bypassing the need for printing or mailing.
  • Rest easy with ZeroneVault’s advanced data protection for secure sharing of sensitive tax information.
Reliable Postal Mailing

Reliable Postal Mailing

Prefer physical copies? TaxZerone’s postal service ensures timely delivery of recipient forms.

  • Meet IRS deadlines effortlessly with prompt and professional mailing services.
  • Save time and reduce effort by allowing TaxZerone to handle the mailing process.

Get Started with TaxZerone Today

Filing Form 1099-R online has never been easier. With TaxZerone, you can:

  • File quickly and accurately.
  • Stay compliant with IRS requirements.
  • Save time with bulk upload.
  • File at the best price in the industry.

Start your e-filing process today and complete your Form 1099-R in just 3 simple steps!

E-file Form 1099-R

Frequently Asked Questions

1. What is Form 1099-R?

Form 1099-R is a tax document issued by the IRS to report distributions from retirement accounts, pensions, annuities, profit-sharing plans, IRAs, insurance contracts, or similar arrangements. These distributions may be fully or partially taxable, and the information on Form 1099-R helps recipients report these amounts accurately on their tax returns.

2. Who Needs to File Form 1099-R?

Entities or individuals responsible for distributing $10 or more from retirement or similar accounts are required to file Form 1099-R. This includes financial institutions managing retirement accounts, employers offering pension plans, insurance companies making annuity payments, and trustees overseeing IRA distributions.

3. When is the deadline to file Form 1099-R?

The deadlines for filing Form 1099-R are critical to avoid penalties. Recipient copies must be delivered by January 31, 2025. Paper filings with the IRS must be postmarked by February 28, 2025, while electronic filings are due by March 31, 2025. If any of these dates fall on a weekend or federal holiday, the deadline is extended to the next business day.

4. What are the Penalties for Late Filing of Form 1099-R?

Failing to file Form 1099-R on time can result in significant penalties. The penalties are as follows:
  • Filed within 30 days of the deadline: $60 per form, with a maximum penalty of $664,500 per year ($232,500 for small businesses).
  • Filed after 30 days but before August 1, 2025: $130 per form, with a maximum penalty of $1,993,500 per year ($664,500 for small businesses).
  • Filed after August 1, 2025, or not filed at all: $330 per form, with a maximum penalty of $3,987,000 per year ($1,329,000 for small businesses).
Additional penalties may apply for failure to provide recipient copies or for intentionally disregarding filing requirements. Timely and accurate filing is essential to avoid these penalties.