Distributions From Pensions, Annuities, Retirement, etc.File Form 1099-R for each person to whom you have made a designated distribution or are treated as having made a distribution of $10 or more from profit-sharing or retirement plans, any IRAs, annuities, pensions, insurance contracts, survivor income benefit plans, permanent and total disability payments under life insurance contracts, charitable gift annuities, etc. Tax form 1099-R must be sent to the recipient and a copy must be mailed to or e-filed with the IRS.
To start the 1099-R Software Download process:
Click the Go To Download Page button.
Click Start Download button.
A window will pop to save or run the setup file.
Click on Save File to get started. This will download the file to your computer.
Look for the downloaded file in your Downloads folder. Double click on it to start the installation.
Please note that this download is for 2019 / 2020. Other years including 2017 and 2018 are also available.