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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 on Form 1099-R

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.

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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.
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Brenda | January 16, 2021
little stressful
russell | January 16, 2021
Reliable and user friendly
Jennifer | January 16, 2021
super easy
Victoria | January 16, 2021
Your site is really well designed-- I am not a tax expert, but can easily find the firms I need to fill and fill them in correctly. Very little visual clutter, and form auto-fills do not cause headaches. I only wish CA's web system was half as easy to use as Yearli's is! That said, I would suggest making the body text larger and/or a more readable font than Arial. I find I have to use the site with the browser window zoomed in. Google has a lot of great, free webfonts that are far more readable than Arial -- larger x-height, more rounded letter shapes, looser letterspacing, etc.
Debra | January 16, 2021
easy peasy
James | January 16, 2021
Love it! Extremely easy and fast having all my previous years info already stored and saved. Just have to punch in the new numbers, save, submit and I'm done.
Fred | January 16, 2021
Clunky interface. Having to reenter payer each time.
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