1099-Retirement Forms
(1099-R)
File Current Year 1099-R
Ready to start filing your 1099-R forms?
Skip the forms and software, and file to the IRS using our online services. Simply create an account, enter your 1099-R data online, then instantly print IRS approved copies on plain paper or save as PDF copies. Our team will e-File to the IRS for you.
Before you get started filing, here is some basic information:
What is a 1099-R Form?
The Form 1099-R is used to report distributions from pensions, annuities, retirement or profit-sharing plans, IRAs, charitable gift annuities, and insurance contracts.
Do I Need To Issue A 1099-R Form?
Form 1099-R must be completed for any individual who received $10 or more in distributions from profit-sharing or retirement plans, IRAs, annuities, pensions, insurance contracts, survivor income benefit plans, disability payments under similar insurance contracts, or charitable gift annuities.
Official publication link – general instructions
1099-Retirement Form
Filing A Past Year 1099-R Form?
WageFiling provides an easy way to report past year 1099-R forms.
Our online information reporting service allows you to instantly create recipient copies and e-file forms.
Simply click “start filing” to create a new account, or “login” to access your existing account. Once you’re logged in, create a New Company, and enter the tax year for which you want to file, along with the company issuing the form.
Finally, enter the form data, checkout, create and mail your recipient copies – and you’re done!
WageFiling provides easy solutions for creating and filing corrections for 1099 Forms. If your company needs to make any corrections, we have you covered!
Take a look at the common errors below to identify which type of error was made, and how to correct. You can file corrections through us even if you filed in the past or with another company.
There Are 2 Common Error Types
Type 1 and Type 2 as defined by the IRS. Let’s determine what type of correction you need to file.
Type 1 errors are straight forward. Usually, these errors include the wrong money amount being entered or money being reported that should not have been reported.
To correct this type of error only requires one form or entry into Wagefiling. It’s important to always create a new file, enter the correct data, whether that is an adjusted amount or a $0.00 and put an X in the correction box. Pay for the file, print it out and get it to the recipient – we take care of the rest.
Type 2 errors get a little more complicated, but they usually involve a wrong name or TIN (EIN or SSN) but can also include the wrong amount.
To correct this type of error you must create 2 entries in Wagefiling. Again, create a new file and enter the wrong information that was originally reported, put a zero ($0.00) in the money box and put an X in the correction box-this “unfiles” the wrong information. Then create a new entry with all the right information. Pay for the file, print out the form and get it to the recipient – we take care of the rest.
Once you know what type of error you need to correct our program makes it easy!
Ready to get started?
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– The Payee is the person, estate, trust, or other entity who received the money. The payee is also sometimes called the recipient or employee.
– e-Filing or electronic filing, means sending a copy of Form 1099 or W-2 to the IRS in a formless way using electronic transfer. Transmittal Forms 1096 or W-3 is never needed when e-Filing.