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.
The work happens in your browser — open DevTools → Network and watch: the file is never uploaded to do it.
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
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.
More forms: Form 941 · Form 1040 · Form 2553 · Form 2848 · Form 4868 · Browse all 126 forms →
Done filling? Also sign a PDF, convert PDF to Word, Word to PDF — or see AttachKit for accountants.
AttachKit is a private, independent tool for filling and signing PDFs on your own device. It is not a government agency, law firm, or filing service, and is not affiliated with or endorsed by the IRS, USCIS, the U.S. Department of State, or any government body. Forms are provided for convenience — always download the current version and instructions from the official .gov website, and your completed document never leaves your browser.