IRS Form 1099-R (Tax Year 2026)
Distributions From Pensions, Annuities, Retirement, IRAs and More
- No TCC. No ID.me.
No IRS Setup Required
- Secure. Compliant.
IRS A2A-Approved
- Fast, Accurate,
and Hassle-Free
Our IRS-approved software and full-service outsourcing solutions make it easy to report distributions from pensions, annuities, retirement plans, and IRAs. Upload your data securely, validate recipient information, and file electronically.
Pricing
Small to Mid-Size Filers
- (Up to 5,000 recipients)
$249
- per submission*
- Includes first 100 recipients
- $0.28 per additional recipient (101–5,000)
- Unlimited payers included
Enterprise / High Volume
- Over 5,000 recipients
- Multiple submissions
- Custom pricing available
- * A submission is a single file with unlimited payers of one form type (i.e. 1099-NEC or 1099-MISC).
File with Confidence
- No TCC, ID.me, or IRS Setup
- You don’t need a TCC or ID.me account. We handle everything.
- We Transmit Using Our IRS Credentials
- We file on your behalf using our approved IRS TCC.
- Direct, Secure IRS Submission
- Files are transmitted directly to the IRS through the IRIS A2A channel.
- Data Validation Before Filing
- We validate your data to help reduce errors and rejections.
- Fast Turnaround
- Tailored to your data volume for quick processing.
- SOC 2 Compliant System
- Our portal is SOC 2 compliant and built for secure data handling.
- 20+ Years Experience
- IRS A2A Approved
- Real U.S. Support
HOW OUR IRIS FILING PROCESS WORKS
Upload Your File
Upload your Excel or CSV file securely.
We Validate & Format
We format and validate your data to IRS standards.
Review & Approve
We generate IRS-ready PDFs for your approval.
Filed Directly to IRS
Your forms are e-filed securely using IRIS.
No manual processing. Fully automated IRIS submission.
Frequently Asked Questions (FAQs)
Do I need a TCC, ID.me account, or IRS IRIS registration?No. We handle the IRS IRIS filing process using our established IRIS A2A transmission system. You do not need to manage IRS enrollment or filing credentials yourself.
Yes. We support both small and high-volume 1099-R filings, including large retirement distribution reporting projects with thousands of records. We also handle corrected and amended filings for inaccurate recipient information, withholding amounts, or distribution data. In addition, we can prepare and file prior-year 1099-R forms for businesses that missed filing deadlines or require historical reporting.
Yes. PDF copies are generated for review before filing and can be used for recipient distribution and internal recordkeeping.
Some states participate in the Combined Federal/State Filing (CF/SF) program, while others may require separate direct filing. We can help determine whether additional state filing requirements apply to your 1099-R submissions.
1099FIRE previously sold 1099-R software for the IRS FIRE System, where users could generate a file and upload it through the IRS website. IRIS is different. For 1099-R filing, there is no simple IRS upload screen where users can browse for a file and submit it themselves. IRIS transmissions must be sent through a secure A2A channel.
Because the A2A connection cannot be packaged as normal downloadable software, we now provide a 1099-R e-filing service instead. Send us your Excel file, and we handle the data import, validation, recipient PDFs, XML creation, and IRS IRIS transmission on your behalf.
