1099-R Forms Set

Set Of Official 1099-R Forms.

This 1099-R forms set contains all the forms you need for easy printing.

Includes a FREE 1096 form with your order!

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Product Details

A Complete Set of 1099-R Forms 

Official IRS 1099 Forms Reporting Distributions from Annuities, Profit-sharing Plans, Retirement Plans, Individual Retirement Accounts (IRAs), Insurance Contracts and/or Pensions.

1099-R Sets include:

  • Copy A for Federal (LRA)
  • Copy B for Recipient Tax Return (LRB)
  • Copy 2 Recipient File (LR2)
  • Copy D/1 Payer or State (LRD1) – 2 packs for 6-part sets

Order a quantity equal to the number of recipients you have. 

  • 2-up format
  • 8.5″ x 11″ with side perforation
  • printed on 20# laser paper

We include a FREE 1096 form with your order! Print each copy as a batch.

Mail Copy A forms in a batch to the IRS with a 1096 Transmittal Form

How to Choose the Right 1099 Forms

OPTIONS FOR 1099-MISC FILING

  • Your Accounting Software: Print 1099-MISC forms with compatible forms
  • Specialized 1099 Software. Print and e-file 1099-MISC forms if your current software doesn’t.
  • Online 1099-MISC filing. Enter or import data and we print, mail and e-file for you.

CHOOSING THE RIGHT 1099-MISC FORMS

1099-MISC is most common 1099 and is used for Misc. payments of $600 or more to contractor.

TYPE OF FORMS

NUMBER OF PARTS

The number of 1099 pars needed is based on government filing requirements.

  • Copy A: Federal Copy for the IRS
  • Copy B: Recipient Copy
  • Copy C: Payer Copy
  • Copy D/1/2: State and Local Copies

Read more on our blog: Decoding 1099-MISC Copy Requirements

3-PART STATES: AK, CO, FL, IL, KY, MD, ME, MI, NH, NJ, NM, NV, OH, RI, SD, TN, TX, VT, WY, WY

4-PART STATES: AL, AR, AZ, CA, CT, DE, DC, GA, HI, IA, ID, IN, LS, LA, MA, MN, MO, MS, MT, NC, ND, NY, NYC, OK, OR, PA, SC, UT, VA, WI

1096 FORMS

Transmittal 1096 forms are required only if you are printing and mailing 1099-MISC Copy A to the Federal Government. One 1096 is required to summarize all 1099s for a single payer.

1099 ENVELOPES

Order compatible 1099 envelopes to ensure mailing information aligns correctly in the windows.

1099 FILING DEADLINES

  • January 31* – All 1099 Recipient Postmarked; 1099-MISC Federal Copy A Postmarked or e-filed with IRS
  • February 28 – Paper Copy A filed with the IRS for all 1099s except MISC
  • March 31 – E-filed copies to the IRS for all 1099s except MISC

These are Federal filing deadlines. Most states follow the same dates.

File W-2s and 1099s Online Instead! 

Easier than printing and mailing forms yourself, Discount E-file is fully automated and absolutely secure!

You can e-file W2 and 1099 forms for just $XXX each. Or, let us e-file, print and mail forms for you for $XXXX each.

You can even import your data from QuickBooks , click a few buttons and you’re done! Let us do the hard work for you this year.

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