Form 1099-R Due Dates and Filing Deadlines for 2026

1099 Forms › Form 1099-R Due Dates and Filing Deadlines for 2026

At a Glance

Form 1099-R filing deadlines follow standard information return requirements for reporting retirement distributions. Recipient copies are due by the end of January, with paper IRS filing due in February and electronic filing due in March. Plan administrators must file for each distribution from IRAs, pensions, annuities, and similar retirement accounts.

Form 1099-R Filing Deadlines

Form 1099-R follows standard information return deadlines. Plan administrators must file for each distribution from retirement accounts, pensions, and similar plans.

Key Deadlines

Requirement	Deadline
Provide Copy B to recipient	January 31
File with IRS (paper)	February 28
File with IRS (electronic)	March 31

E-File Form 1099-R with BoomTax

E-file your Form 1099-R with BoomTax to ensure timely filing and avoid penalties.

External Resources

Author

Ken Ham

Founder at BoomTax

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BoomTax and its affiliates do not provide tax, legal, or accounting advice. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. You should consult your own tax, legal, and accounting advisors prior to engaging in any transaction.