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IRS 1099-R: How to print on 1099 retirement forms you get from Office Depot, Staples or OfficeMax

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How to prepare 1099-R forms in 10 easy steps.

Are you looking for 1099-R software that allows you to prepare and print 1099-R forms (Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.)? Did you buy your 1099 Retirement tax forms from Staples, OfficeMax or Office Depot and you are looking for software to print on these forms? I know that processing tax forms at the end of the year is frustrating and time consuming. This is why I created this lens to show you step by step how to print and mail 1099 R forms with the IRS.

1099-R Software Download

Steps for Printing OfficeMax, Office Depot or Staples 1099 R Forms

1- Download Form 1099-R Software demo from http://www.realtaxtools.com/.

2- Install W2 Mate W2 1099 printing software on your machine or on your network.

3- Populate the 1099-R filer information such as name, address, Tax ID.

4- If you are importing 1099 retirement data then you need to use the import feature. If you are entering data manually then you need to enter recipients' information and then add the amounts under the 1099-R Screen. Enter amounts such as Gross distribution, Taxable amount, Capital gain, Federal income tax withheld and Employee contributions /Designated Roth contributions or insurance premiums.

5- Review your 1099 R information to make sure everything looks good.

6- Click the print button from inside the 1099-R Print screen.

7- Select the recipients you want to print the 1099 R for.

8- Feed your printer with white paper and then print the recipient copy B (Copy B Report this income on your federal tax return. If this form shows federal income tax withheld in box 4, attach this copy to your return.).

9- Feed the printer with the red-ink forms you bought from Staples, OfficeMax or Office Depot and then print Federal Copy A (Copy A For Internal Revenue Service Center).

10- Use 1099 Software to print 1096 form for the 1099-R forms you are submitting.

Form 1099-R Resources

I hope you will find the following list of websites useful when preparing 1099-R Forms
Instructions for Forms 1099-R
IRS Instructions for Tax Forms 1099-R and 5498.
Box 1. Gross distribution
Box 2a. Taxable amount
Box 2b. Taxable amount not determined
Box 2b. Total distribution
Box 3. Capital gain (included in box 2a)
Box 4. Federal income tax withheld
Box 5. Employee contributions/designated Roth contributions or insurance premiums
Box 6. Net unrealized appreciation (NUA) in employer's securities
Box 7. Distribution code(s)
Box 8. Other
Box 9a. Your percentage of total distribution
Box 9b. Total employee contributions
Box 10. Amount allocable to IRR within 5 years
Box 11. 1st year of desig. Roth contrib.
Boxes 12-17. State and local information
IRS 1099 R Printing Software
W2 Mate is a complete W2 / 1099 filing software that supports a number of IRS 1099 Tax forms other than 1099-R.
Form 1099-R PDF
This 1099-R form is provided for informational purposes only. Copy A appears in red, similar to the official IRS form. Do not file copy A downloaded from this website. The official printed version of this IRS form is scannable, but the online version of it, printed from this website, is not. A penalty may be imposed for filing forms that can't be scanned. See part O in the current General Instructions for Certain Information Returns for more information about penalties.
1099 Software
W2 1099 software for filing tax forms W2, 1099-MISC, 1099-INT, 1099-DIV, 1099-R, W-3, 1096, 1099-S, 1098-T, 1098, 1099-A, 1099-B, 1099-C, 1099-PATR and 1099-OID
Important!

Tip about 1099B & 1099C Forms

The steps in this lens also work if you are trying to print 1099-B (Proceeds From Broker and Barter Exchange Transactions) or
1099-C (Cancellation of Debt) IRS forms.

Form 1099-R Comments

I hope you benefited from reading this lens. There should be something here for any small business, accountant or CPA. I will continue to update this lens with changes for each tax season. If you have software which can be used to print 1099-R forms or 1099-A, be sure to leave a comment with a link to the website, or your own personal review.

  • gary kirby Mar 10, 2012 @ 6:12 pm | delete
    Why can't I PRINT 1000 Forms. I can't wait 15 days through the mail.
  • JimKCPA Oct 22, 2011 @ 5:52 pm | delete
    I usually buy my 1099 forms from an office max next to the office. We process 1099-MISC forms, this year we might do 1099Rs for a new customer. Will consider using the steps in your lens. Thanks.
  • nancymeerano65 Oct 22, 2011 @ 5:42 pm | delete
    Yes TimK you can print the recipient copy on white paper and you do not need to buy forms.
  • TimK Oct 22, 2011 @ 5:35 pm | delete
    Can I print 1099 forms on white paper and I don't need to buy forms?
  • Ashley Oct 22, 2011 @ 5:25 pm | delete
    keep up the good work. Thank you
  • shimtai79 Oct 22, 2011 @ 5:20 pm | delete
    Thanks. Will keep coming back.
  • MissyD Oct 22, 2011 @ 5:15 pm | delete
    Good Job. Thanks
  • Bhall Oct 22, 2011 @ 5:13 pm | delete
    thanks for sharing this info
  • ten99formsgeek Oct 22, 2011 @ 3:08 am | delete
    Please share instructions for printing 1099-r in intuit TurboTax.
  • BFriend Oct 22, 2011 @ 3:01 am | delete
    Thanks GeekTax. I look forward for a lens about 1099 cancelation of debt.
  • Bplum Oct 22, 2011 @ 2:58 am | delete
    Thank you for this great lens
  • HALLWEBBL Oct 20, 2011 @ 6:06 pm | delete
    Saved this lens for the tax season
  • PeteN Oct 20, 2011 @ 5:46 pm | delete
    Great lens..thnx
  • Dan Oct 20, 2011 @ 5:16 pm | delete
    How can I e-file 1099-R with California DOR
  • LEEFREEMAN1808 Oct 20, 2011 @ 5:12 pm | delete
    I am looking for information on how to e-file 1099-R.
  • thompsongibson1801 Oct 20, 2011 @ 5:01 pm | delete
    Thank you. Good job
  • LEWISMURRAY1807 Oct 20, 2011 @ 4:37 pm | delete
    good job
  • RODRIGUEZGOMEZ1806 Oct 20, 2011 @ 4:09 pm | delete
    Please keep writing about tax forms.
  • CLARKORTIZ1805 Oct 20, 2011 @ 3:58 pm | delete
    Can I buy 1099-R forms from Amazon.com?
  • geektax Oct 20, 2011 @ 4:01 pm | delete
    Yes you can. And you can use the same steps in this lens to print on themm
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Important!

The Most Important Thing

Always try to file 1099 R Forms (Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.) on time to avoid paying penalties.

Accounting Tax Software

For businesses using accounting software such as Intuit QuickBooks, Peachtree, Dynamics GP (Great Plains) or DacEasy, you can use W2 Mate software to print and E-File 1099R forms.

Visit www.W2Mate.com

1099 R Software

1099R Tax Software to Print and E-File 1099 Forms R

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