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Easily e-file your IRS Form 1099-R for the 2023 tax year

TaxZerone makes filing your 1099-R forms online and distributing recipient copies simple.

E-file Form 1099-R

Takes less than 5 minutes

Industry-leading pricing

Get started for as little as $2.49 per form, with rates decreasing to just $0.59 per form for larger quantities.

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For your return volume

Complete your Form 1099-R e-filing in 3 simple steps

TaxZerone makes filing information returns effortless.

Complete your Form 1099-R e-filing in 3 simple steps
  • Fill out Form 1099-R

    Fill out Form 1099-R

    Enter all necessary details, including your and the recipient's information, and distribution received.

  • Review & transmit the return

    Review & transmit the return

    Thoroughly review the form for accuracy before transmitting it to the IRS.

  • Send the recipient copy

    Send the recipient copy

    Effortlessly share the recipient copy via email

E-file Form 1099-R

Takes only 3 steps

Why choose TaxZerone for Form 1099-R e-filing?

Discover how TaxZerone streamlines your information return filing process.

Smart IRS validations

Smart IRS validations

TaxZerone performs instant validation checks in real time to ensure your 1099-R forms comply with IRS standards. Avoid costly errors and potential rejections.

Bulk upload support

Bulk upload support

Easily upload multiple form entries and eliminate the need for manual data input. Streamline your e-filing process, whether you're handling just a few forms or hundreds.

Email recipient copies

Email recipient copies

Effortlessly email recipient copies and save time and resources. Ensure prompt delivery to recipients without hassles.

Competitive pricing

Competitive pricing

TaxZerone offers highly competitive rates tailored to your return volume. Stay IRS-compliant with our reliable e-filing service, all at affordable prices.

Simplified form-based filing

Simplified form-based filing

Simplify your e-filing process with a straightforward form-based approach. Avoid navigating complex interfaces and complete your filing as easily as filling out a physical form.

Guided filing

Guided filing

Receive step-by-step instructions to accurately complete your filing. Ensure error-free submissions with assistance available at every stage of the process.

Choose TaxZerone for a smooth and efficientForm 1099-R e-filing experience

Experience effortless and efficient e-filing with TaxZerone.

E-file Form 1099-R

Takes 3 steps and less than 5 minutes

Frequently Asked Questions

1. What is Form 1099-R?

Form 1099-R is a tax form used to report distributions from pensions, annuities, retirement plans, profit-sharing plans, insurance contracts, or other similar arrangements. These distributions may be received by individuals who are retired or have terminated employment.

2. Who needs to file Form 1099-R?

Various entities, including retirement plan administrators, financial institutions, insurance companies, and government agencies, are required to file Form 1099-R when they make distributions of $10 or more from retirement plans or certain insurance contracts.

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

Below is a detailed breakdown of Form 1099-R deadlines for the 2023 tax year:
  • The deadline to share recipient copies: January 31, 2024
  • The deadline to file Form 1099-R (if you’re paper filing): February 28, 2024
  • The deadline to file Form 1099-R (if you’re e-filing): April 01, 2024

4. What information is required to e-file Form 1099-R?

The following information is required to e-file Form 1099-R:
  • Business details
  • Recipient details
  • Distribution received
  • Federal and state income tax withheld if any