Reviews
70,000+ Ratings
Sign Up Log In

W-2 CORRECTIONS: If you need to file a W-2c (W-2 correction), Yearli can help regardless of whether or not the original form was filed with us. Read More >

1099-R

Form 1099-R is used to report distributions from pensions, retirement or profit-sharing plans, annuities, any IRA or an insurance contract. A 1099-R form must be provided to the recipient and a copy mailed or e-filed to the IRS.

What is a Form 1099-R?

Form 1099-R is used to report distributions from pensions, retirement or profit-sharing plans, annuities, any IRA or an insurance contract. A 1099-R form must be provided to the recipient and a copy mailed or e-filed to the IRS.

Why do I file Form 1099-R?

The IRS requires that all income is reported by businesses and individuals or penalties could apply.

Who needs to file Form 1099-R?

Any organization that has made designated distributions of $10 or more. See the official IRS instructions.

What to report on Form 1099-R

Distributions from retirement or profit-sharing plans, any IRA, insurance contracts or IRA re-characterizations.

Amount to report on Form 1099-R

$10 or more

Supported 1099 Forms

We've made it easy to file your 1099 forms. Simply create a Yearli account, enter or import your data, review your data and checkout. It's that easy. Yearli will file your forms to the IRS, applicable state agency and send copies to your recipients.

Core

Sign Up
Free
Annual Subscription + Filing Fees

Performance

Sign Up
$99
Annual Subscription + Filing Fees

Premier

Sign Up
$699
Annual Subscription + Filing Fees

Custom

Sign Up
Custom
Annual Subscription + Filing Fees
1099-NEC
1099-MISC
1099-INT
1099-DIV
1099-R
1099-S
1099-A
1099-B
1099-C
1099-G
1099-PATR
Call for Pricing and Purchase

Estimate Your Filing Cost

Number of forms

Core

W-2 & 1099
$4.99
$5.99Jan 30 & 31
Choose Performance or Premier for 1095 (ACA) Filing.

Performance

W-2 & 1099
$83.99
1095 (ACA)
$84.49

Premier

W-2 & 1099
$401.50
1095 (ACA)
$400.84

Custom

Call for Pricing and Purchase
More Info
Pricing reflects estimated cost to file W-2, 1099 & 1095 forms. Price also includes federal e-file, state reporting (where applicable), recipient print and mail. Peak Pricing may apply. View detailed pricing for complete pricing.
View Detailed Pricing

What Our Customers Are Saying

4.8
Out of 5.0
Overall rating
based on 70,000+ ratings and reviews.
97%
of customers that buy from this merchant give them a 4 or 5-Star rating.
ELIZABETH I. | January 24, 2024
LOVE how easy friendly this is. 4 year old customer
Cindy L. | January 24, 2024
Quick and super easy to file! I have used it for my personal business and a business I work for. We love the easy flow of data entry!
Read More Reviews
July 30, 2020

Cloud Computing: Three Ways It Is Transforming Business

The cloud. Perhaps a nebulous term once upon a time, cloud computing is now proving to be table stakes for a growing number of organizations. And given the benefits it is easy to understand why.
Read More