1099 R Software : E File and Print 1099 R Forms | Prepare 1099R
IRS Form 1099 R : Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.
W2 Mate is a powerful W2 / 1099 filing software that supports a number of IRS 1099 Tax forms
other than 1099-R. This page is dedicated to 1099-R, to read about the full capabilities of W2 Mate please visit the W2 1099 Reporting Software page.
Start printing now...Order our 1099-R Software and receive instantly!
Our Business 1099 R Software prints the following 1099-R (Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.) copies:
1099 R Copy B: To be filed with recipient's federal tax income tax return, when required.
1099R Copy C: For Recipient's Records.
1099-R Copy D: For Payer.
1099 R Copy 1: For State, City, or Local Tax Department.
1099R Copy 2: To be filed with recipient's state income tax return, when required.
All these form 1099-R copies can be printed on blank paper with black ink.
Our 1099 R Software prints ON the following official IRS laser forms:
Laser Copy A of form 1099 R (1099 Retirements Laser): For Internal Revenue Service Center.
Laser 1096 form : Annual Summary and Transmittal of U.S. Information Returns.
Other features of our 1099-R Software
Support for an unlimited number of 1099-R Filers and unlimited number of employees and
1099-R recipients, unlike other W2 and 1099 R software applications!
Exports Form 1099R data to Microsoft Excel format.
Imports data for 1099-R forms from CSV files (requires W2 Mate Option #3)
Imports 1099 Data (for 1099-R and other forms) from QuickBooks, Sage Peachtree, Microsoft Dynamics
(Great Plains), Sage DacEasy and other accounting software.(requires W2 Mate Option #3)
1099 R EFile (1099-R Electronic Filing) through IRS FIRE (requires W2 Mate Option #4)
Helps filers meet IRS 1099 R reporting requirements.
Our Form 1099 R software works on Microsoft Windows 7 (32-bit / 64-bit), Vista (32-bit / 64-bit), 2003, XP, 2000, NT, ME or 98.
Upon entry of basic 1099 R recipient information, the program automatically populates 1099 R form, with data-entry screens using form replicas.
Our 1099 R program, which can be installed on local workstations or networked servers, can be used either by small businesses preparing IRS 1099 R forms in-house or by tax firms managing the 1099 R compliance needs of several clients.
For a detailed description of this IRS 1099-R software and its features,
please visit our W2 and 1099 software page.
Quick Guide to form 1099-R Boxes (all these types of 1099-R payments are supported by our
1099 R software)
1099-R Box 1. Gross distribution
Use 1099-R software to enter the total amount of the distribution before income tax or other deductions were withheld. Include direct rollovers, IRA rollovers to accepting employer plans, premiums paid by a trustee or custodian for the cost of current life or other insurance protection, including a re-characterization and a Roth IRA conversion. Also include in this box distributions to plan participants from governmental section 457(b) plans.
1099-R Box 2a. Taxable amount
Generally, you must enter the taxable amount in box 2a. However, if you are unable to reasonably obtain the data needed to compute the taxable amount, leave this box blank inside form 1099-R software.
1099-R Box 2b. Taxable amount not determined
Enter an "X" in this box only if you are unable to reasonably obtain the data needed to compute the taxable amount. If you check this box, leave box 2a blank.
1099-R Box 2b. Total distribution
Enter an "X" in this box only if the payment shown in box 1 is a total distribution. A total distribution is one or more distributions within 1 tax year in which the entire balance of the account is distributed. If periodic or installment payments are made, mark this box in the year the final payment is made.
1099-R Box 3. Capital gain (included in box 2a)
If any amount is taxable as a capital gain, use form 1099R software report it in box 3.
1099-R Box 4. Federal income tax withheld
Use software for 1099r to enter any federal income tax withheld.
1099-R Box 5. Employee contributions/designated Roth contributions or insurance premiums
Enter the employee's contributions to a profit-sharing or retirement plan, designated Roth contributions, or insurance premiums that the employee may recover tax free this year (even if they exceed the box 1 amount).
1099-R Box 6. Net unrealized appreciation (NUA) in employer's securities
Use this box if a distribution from a qualified plan (except a qualified distribution from a designated Roth account) includes securities of the employer corporation (or a subsidiary or parent corporation) and you can compute the NUA in the employer's securities.
1099-R Box 7. Distribution code(s)
Enter the appropriate code(s) in box 7. Use the Guide to Distribution Codes on pages 13 through 15 of the 1099-R instructions on the IRS website to determine the appropriate code(s) to enter in box 7 for any amounts reported on Form 1099-R.
1099-R Box 8. Other
Enter the current actuarial value of an annuity contract that is part of a lump-sum distribution. Do not include this item in boxes 1 and 2a.
1099-R Box 9a. Your percentage of total distribution
If this is a total distribution and it is made to more than one person, enter the percentage received by the person whose name appears on Form 1099-R. You need not complete this box (inside IRS 1099R Software)for any IRA distributions or for a direct rollover.
1099-R Box 9b. Total employee contributions
You are not required to enter the total employee contributions or designated Roth contributions in box 9b. However, because this information may be helpful to the recipient, you may choose to report them.
1099-R Box 10. Amount allocable to IRR within 5 years
Enter the amount of the distribution allocable to an IRR made within the 5-year period beginning with the first day of the year in which the rollover was made.
1099-R Box 11. 1st year of desig. Roth contrib.
Enter the first year of the 5-taxable-year period. This is the year in which the designated Roth account was first established by the recipient.
Software for 1099-R Reporting: Who Gets What Copy of Form 1099-R?
IRS Form 1099-R Copy A: For Payer to file with Internal Revenue Service.
IRS Form Copy B: For Recipient to file with their Federal Income Tax Return.
IRS Form Copy C/ State: For Recipient's Records and/or State, City or Local Tax Department.
IRS Form Copy D: for Payer and/or State, City or Local Tax Department.
Ready to print and E-file 1099 R forms? Download a free demo of our 1099 R software now , enter actual recipients and see for yourself how easy and powerful this software is (make 1099 R in minutes).
Where to mail form 1099-R (Distributions From Pensions, Annuities or Retirement)
Once you use our 1099 Retirement Software to create 1099 R forms you can mail them to the address below (please double check the 1099 R mailing address with the 1099 R forms instructions for the current tax year):
Alabama, Arizona, Arkansas, Connecticut, Delaware, Florida, Georgia, Kentucky, Louisiana, Maine, Massachusetts, Mississippi, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Pennsylvania, Rhode Island, Texas, Vermont, Virginia, West Virginia:
Department of the Treasury
Internal Revenue Service Center
Austin, TX 73301
Alaska, California, Colorado, District of Columbia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Maryland, Michigan, Minnesota, Missouri, Montana, Nebraska, Nevada, North Dakota, Oklahoma, Oregon, South Carolina, South Dakota, Tennessee, Utah, Washington, Wisconsin, Wyoming:
Department of the Treasury
Internal Revenue Service Center
Kansas City, MO 64999
1099 R Sample
1099-R QuickBooks | 1099 R and QuickBooks
Although Intuit QuickBooks Accounting software only supports forms 1099 MISC, our 1099-R preparation software allows QuickBooks users import 1099 data and then map it into 1099-R forms with the ability to specify which box the money amount goes to. For example the user can remap QuickBooks 1099-MISC amounts stored under 1099-MISC Box 7 (Nonemployee compensation) into 1099-R Box 1 Gross distribution. Once the QuickBooks data is imported as 1099 R inside our program, it can be modified, printed to laser 1099 R forms, printed on regular white paper or electronically filed with the IRS (QuickBooks 1099 R Electronic Filing).