IRS Form 1099R

Using the E-File Magic 1099R software you can print, mail, and e-File your 1099R forms with ease. We support all 1099R form copies, except for Copy A (the e-File transmittal takes the place of copy A), including:

• 1099R Form Copy BC2 - For Recipient Combined
• 1099R Form Instructions - For Recipient Combined Instructions
• 1099R Form Copy B - For Recipient
• 1099R Form Copy 2 - For Recipient's Records
• 1099R Form Copy C - For Recipient State Inc. Tax Ret.
• 1099R Form Copy D - For Payer

You pay only for e-File Services (required), and optionally print and mail services. This makes your year end reporting requirements even simpler than ever. Just import or manually enter your data into our software program, validate, and transmit your data for processing. We do the rest and notify you of our progress every step of the way. We hope you enjoy using E-File Magic for filing your 1099R forms!

Filing Instructions

(according the the IRS)

File Form 1099-R, Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc., 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.

Also, report on Form 1099-R death benefit payments made by employers that are not made as part of a pension, profit-sharing, or retirement plan. See box 1 on page 7.

Reportable disability payments made from a retirement plan must be reported on Form 1099-R.

Generally, do not report payments subject to withholding of social security and Medicare taxes on this form. Report such payments on Form W-2, Wage and Tax Statement.

Generally, do not report amounts totally exempt from tax, such as workers' compensation and Department of Veterans Affairs (VA) payments. However, if part of the distribution is taxable and part is nontaxable, report the entire distribution.

There is no special reporting for qualified health saving account (HSA) funding distributions described in section 408(d)(9) or for the payment of qualified health and long-term care insurance premiums for retired public safety officers described in section 402(l).

1099R Software Features Include:

• Print forms to blank paper!
• No software licensing fees for using our software. You pay only for the services we provide!
• Database level encryption support: Protect your sensitive recipient information using the Department of Defense approved AES256 algorithm!
• Support for ALL 1097-BTC, 1098, 1099, 5498, 3921, 3922, and W-2G forms
• Print and Mail Services Available
• IRS Copy A and 1096 Not Required
• Requires E-Filing with Our Service Bureau
• No need to apply for TCC number using our system
• Import E-File Magic 2010 Recipients to avoid reentry!
• Multi-User support for operating in an Active Directory or workgroup environment.
• Supports filing years 2007, 2008, 2009, 2010 & 2011
• Printable forms support industry standard double windowed number 9 and 10 envelopes.

• High quality printable forms, covering all copies B, C, D, 1, and 2 where applicable
• Simplified correction process for processing IRS corrections
• Personalize printable forms using your companies logo.
• Misc. data fields allow you to customize messages, financial breakdowns, payment history information, etc to be printed on your recipient forms
• Preview your forms before you print them
• CPA Friendly: Unlimited Companies/Filers
• XP, Vista and Windows 7 Compatible
• Built-In Help System
• Built-In Form validation module to help you avoid common mistakes
• Built-In reporting for generating form totals, recipient lists, and mailing labels
• Requires E-Filing services to be purchased from and provided by E-File Magic. Visit our price quote page for more information.
• Seamless client server order transmission process; transmit your order in seconds!

Supported Software Forms

• 1097-BTC
  Bond Tax Credit
• 1098
  Mortgage Interest Statement
• 1098-C
  Contributions of Motor Vehicles, Boats, and Airplanes
• 1098-E
  Student Loan Interest Statement
• 1098-T
  Tuition Statement
• 1099-A
  Acquisition or Abandonment of Secured Property
• 1099-B
  Proceeds From Broker and Barter Exchange Transactions
• 1099-C
  Cancellation of Debt
• 1099-CAP
  Changes in Corporate Control and Capital Structure
• 1099-DIV
  Dividends and Distributions
• 1099-G
  Certain Government Payments
• 1099-H
  Health Coverage Tax Credit (HCTC) Advance Payments
• 1099-INT
  Interest Income
• 1099-K
  Merchant Card and Third Party Network Payments

• 1099-LTC
  Long-Term Care and Accelerated Death Benefits
• 1099-MISC
  Miscellaneous Income
• 1099-PATR
  Taxable Distributions Received From Cooperatives
• 1099-Q
  Payments From Qualified Education Programs
• 1099-R
  Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.
• 1099-S
  Proceeds From Real Estate Transactions
• 1099-SA
  Distributions From an HSA, Archer MSA, or Medicare Advantage MSA
• 3921
  Exercise of an Incentive Stock Option
• 3922
  Transfer of Stock Acquired Through an Employee Stock Purchase Plan
• 5498
  IRA Contribution
• 5498-ESA
  Coverdell ESA Contribution Information
• 5498-SA
  HSA, Archer MSA, or Medicare Advantage MSA Information
• W-2G
  Certain Gambling Winnings

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