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How to Print and File 1099-R, Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc

ez1099 software is the simple, fast and affordable tax form 1099-R preparing, printing and eFiling solution for businesses and accountants

  



If you have not set up an account and recipients to prepare to 1099-R form, you can click here to see
  • How to add a new account
  • How to add a new recipient

    Step 1: Add a new 1099-R form

  • Start ez1099 software, select the recipient and click the Add Form button

    Step 2: Enter 1099-R form information

    Enter form details. if you have questions, you can also check Form 1099-Q Instructions at https://www.irs.gov/pub/irs-pdf/i1099r.pdf



    If you are ready to print form, you can click the "SAVE" button to save your changes first and click the "PRINT" button to view print options.

    Step 3: Print 1099-R form

    If you are ready to print form, you can click the "SAVE" button to save your changes first and click the "PRINT" button to view print options.

    Recipient copies:
    - You can print form on white paper - Or you can fill data on pre-printed forms by choosing data only option for copy A

    IRS copy:
    The Red-ink form is required since IRS does not certify black-and-white substitute form. You need to choose the "Data only" option


    PDF files
    You can click the "PRINT TO PDF" button to print recipient copies into PDF files. However, this feature is only available for advanced version.



    Note:

  • Multiple forms printing
    If you need to print multiple IRS copies for different recipients at the same time, please check this article on how to multiple copies of 1099s form at the same time

  • eFile 1099-R
    If you need to efile your forms, you can view this article on How to eFile 1099s form

    1099s software ez1099 software can prepare, print and efile forms W2G, 1097BTC, 1098s (1098, 1098C, 1098E, 1098F, 1098Q, 1098T), 1099s (1099A, 1099B, 1099C, 1099CAP, 1099DIV, 1099G, 1099INT, 1099K, 1099LTC, 1099MISC, 1099NEC, 1099OID, 1099PATR, 1099Q, 1099QA, 1099R, 1099S, 1099SB, 1099SA), 5498s(5498, 5498ESA, 5498QA, 5498SA), 8935, 3921, 3922, 1096 forms required by the IRS.

    New ez1099 2024 is available for 2025 tax season!

    If you do not have ez1099 software installed, try it free today with no obligation and no cost.

        

    Ralated Links

  • ez1099 Quick Start Guide
  • W2 and 1099 Reporting deadline
  • How to Transfer Previous ez1099 data to the New Version

  • How to set up company account
  • How to add recipient
  • How to add a tax form

  • How to prepare and file forms
  • How to print 1099s forms on white paper for recipients
  • How to print forms in PDF format
  • How to print multiple forms on the same red-ink sheet?
  • Batch form printing
  • How to eFile forms

  • How to Import 1099 Data
  • How to Share data (for Multiple-user network version)