E-filing Form 1099-R with ExpressIRSForms


Did you know that you can use the [created by ExpressTaxFilings, currently in use by] ExpressIRSForms Bulk Upload feature to create and e-file multiple 1099-R Forms? That’s right! Form 1099-R is (relatively) new to ExpressIRSForms this tax season.

So if you need to report any distributions of $10 or more from:

  • -profit-sharing or retirement plans,
  • -IRAs,
  • -Annuities,
  • -Pensions,
  • -insurance contracts,
  • -survivor income benefits plans,
  • -permanent and total disability payments under life insurance contracts,
  • -charitable gift annuities, etc.,

you can do so at www.ExpressIRSForms.com!

You may also need to file Form 1099-R if you distributed death benefits payments that weren’t made as part of a pension, profit-sharing, or retirement plan, or disability payments from a retirement plan.

You can e-file your 1099-R forms individually, or by using our Bulk Upload template to complete and transmit your forms – a real time-saver if you’ve got a lot to file! You also have access to our other great features – like the cloud-based Address Book and our Postal Mailing options – when you e-file Form 1099-R with ExpressIRSForms.

Like the other 1099 forms, Form 1099-R must be e-filed by March 31, 2016. If you file late, or incorrectly, you may be subject to an IRS penalty. Luckily, your form will go through a few error checks before you transmit to keep you from making any obvious mistakes when you e-file with us. That way, you can file promptly and correctly, the first time around.


If you have any questions about getting started e-filing your 1099-R Forms with ExpressIRSForms, or about e-filing in general, give us a call. We’re in the offices Monday through Friday, 9 a.m. to 6 p.m. and are ready to take your live chats or calls at (704) 839-2270. We’re also available 24/7 at support@expressirsforms.com.


Add a Comment

Your email address will not be published. Required fields are marked *