Create Form 1099-R: Official IRS Form, $12.99

Payer

Tax year

Name

Taxpayer ID

NumberEnter all nine digits.

Street address

Suite or room (optional)

City

State

ZIP

Phone (optional)

Recipients

$12.99 per recipient

Recipient

Name

Taxpayer ID

NumberAll nine digits or the last four.

Street address

Apt. (optional)

City

State

ZIP

Account number (optional)

12 · FATCA filing requirement

Distribution

1 · Gross distribution

$

2a · Taxable amount

$

2b · Taxable amount not determined

2b · Total distribution

3 · Capital gain (included in box 2a)

$

4 · Federal income tax withheld

$

5 · Employee contributions, designated Roth contributions or insurance premiums

$

6 · Net unrealized appreciation in employer's securities

$

7 · Distribution code(s) One or two codes from the Form 1099-R instructions, such as 7 for a normal distribution.

7 · IRA/SEP/SIMPLE

7c · Trump account

7d · Earnings on excess contributions

$

8 · Other

$

8 · Percentage of annuity contract (optional)

9a · Percentage of total distribution (optional)

9b · Total employee contributions

$

10 · Amount allocable to IRR within 5 years

$

11 · First year of designated Roth contributions (optional)

13 · Date of payment (optional)

State and local information (optional)

State 1 (optional)

Payer's state no. (optional)

State tax withheld

$

State distribution

$

Name of locality (optional)

Local tax withheld

$

Local distribution

$

State 2 (optional)

Payer's state no. (optional)

State tax withheld

$

State distribution

$

Name of locality (optional)

Local tax withheld

$

Local distribution

$

Checkout

You'll get the official Form 1099-R recipient copies (Copy B, Copy C and Copy 2) plus your file copy as a PDF per recipient, with a ZIP when there are several. Copy A, the IRS filing copy, is filed electronically or on the official scannable form, so it is not included.

Order summary

Form 1099-R recipient copies$12.99

Total$12.99

One-time payment. No account, no subscription.

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