Speed up the process of preparing your official IRS 1099-R Distribution forms by using this easy-to-use Word print template.
IRS requires all mailed 1099-R forms to be submitted on IRS approved paper. We’ve done the grunt work for you. Download the template, fill, print, send!
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Benefits of using the 2019 IRS 1099-R fillable print template for Word:
- No need to find a typewriter to fill out your forms! Don’t try to do it by hand!
- Template is easy to use and prints your data in appropriate box of the form.
- Pre-formatted to the IRS form page size. Template uses 12-point Courier font as required by IRS guidelines.
- Fully customizable template fields and easy to adjust form fields
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Click below to purchase and instantly receive your fully-customizable pre-formatted 1099-R fillable print template. Note: Actual 1096 forms are not included and may be ordered at no charge from the IRS Employer Returns website here.
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Purpose of the 1099-R Distribution Form:
As per the IRS,
File Form 1099-R for each person to whom you have made a designated distribution or are treated as having made a distribution of $10 or more from:
- Profit-sharing or retirement plans.
- Any individual retirement arrangements (IRAs).
- Annuities, pensions, insurance contracts, survivor income benefit plans.
- Permanent and total disability payments under life insurance contracts.
- Charitable gift annuities, etc.
More information on filing and instructions located on the IRS website here.