1099 Forms E-File Form 1099-R Online for 2025 Tax Year

At a Glance
E-filing Form 1099-R is required when submitting 10 or more information returns. BoomTax is an IRS authorized e-file provider for retirement distribution reporting, designed for plan administrators, IRA custodians, and insurance companies. The platform supports bulk upload via Excel or CSV and transmits data securely through the IRS FIRE system.

E-File Form 1099-R with BoomTax

BoomTax is an IRS-authorized e-file provider for Form 1099-R. Our platform is designed for retirement plan administrators, IRA custodians, insurance companies, and payroll providers who need to file these forms in bulk.

Why E-File Form 1099-R?

  • IRS requirement: Electronic filing is mandatory for 10 or more returns
  • Faster processing: E-filed returns are processed more quickly
  • Built-in validation: Catch errors in distribution codes and amounts
  • Instant confirmation: Receive acknowledgment from the IRS

What You Need to E-File

To e-file Form 1099-R with BoomTax, you will need:

  • Payer information: Plan administrator name, address, and TIN
  • Recipient information: Name, address, and SSN
  • Distribution data: Gross distribution, taxable amount, federal tax withheld
  • Distribution code(s): Box 7 codes indicating distribution type

For details, see our What is Form 1099-R guide.

How BoomTax Works

Import Your Form 1099-R Data

You can import your data as Excel, XML, or use files from popular payroll providers like QuickBooks, UKG, ADP, and many more.

Step-By-Step Wizard

We walk you through the process with no complicated jargon. You can also live chat with a real person as you work on your filing for hands-on help.

E-File & Mail Employee Copies

Once your data is loaded, you can e-file and distribute employee copies in minutes.

Bulk Filing for Plan Administrators

Retirement plan administrators often need to file thousands of 1099-R forms. BoomTax supports bulk upload via Excel or CSV for efficient filing.

Filing Deadlines

  • Recipient copy: January 31
  • IRS filing (paper): February 28
  • IRS filing (electronic): March 31

For details, see our Form 1099-R due date guide.

Ken Ham
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Ken Ham
Founder at BoomTax
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Passionate about making tax compliance simple so businesses can focus on what matters.

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