Tax · 1099-R
Fill 1099-R online — distributions from retirement accounts
1099-R reports distributions from pensions, IRAs, 401(k)s, annuities, and other retirement plans. The recipient files it with their taxes; the payer files it with the IRS. AttachKit helps you draft the payer side.
Who needs it: Plan administrators, IRA custodians, and anyone issuing retirement distributions of $10+ in a tax year.
Need a blank 1099-R? Download from the source, then drop it in below.
Why fill it here
- Save your plan-administrator profile (name, address, TIN) once; reuse for every recipient.
- Fill per recipient — copy-paste is the slow alternative.
- Box-by-box: gross distribution, taxable amount, federal income tax withheld, distribution code.
- Print + mail Copy A (IRS) and Copy B (recipient) by Jan 31.
Fill your 1099-R now
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1099-R questions, answered
General information, not legal or tax advice
This page is general information about a commonly-used tax form. Tax law is complex and fact-specific — for advice on your return, consult a CPA, enrolled agent, or tax attorney. AttachKit fills the PDF; the IRS holds you responsible for what's on it.
- Which distribution code do I use?
- Codes are listed on the form (1 = early distribution, 2 = early with exception, 7 = normal, G = direct rollover, etc.). AttachKit drafts whatever you enter — you're responsible for choosing the right one. The IRS 1099-R instructions explain each code.
- Recipient vs. IRS copies?
- Same data, different copies. Copy A (red/scannable) goes to the IRS; Copy B + 2 to the recipient; Copy C for your records. If you mail to the IRS, attach Form 1096 as the transmittal summary.
- Do I need to file electronically?
- If you file 10+ information returns in a year (1099s, W-2s, etc., aggregated), e-filing is required per the 2024 IRS update. Use FIRE or an e-file provider.