Compare Software › Best 1099-R Software for 2026
At a Glance
Who Files Form 1099-R?
- Retirement Plan Administrators: 401(k), 403(b), pension distributions
- IRA Custodians: Traditional, Roth, SEP, SIMPLE IRA distributions
- Insurance Companies: Annuity payments and surrenders
- TPAs: Third-party administrators filing for clients
Best 1099-R Software Rankings
#1 BoomTax
Editor's ChoiceBoomTax offers comprehensive 1099-R e-filing with distribution code validation, high-volume support, and transparent pricing for retirement administrators.
Key Strengths
- Full 1099-R support with all boxes
- Distribution code validation
- High-volume bulk filing
- State filing support
- TIN matching included
- API for plan administration systems
Best For
- Retirement plan administrators
- IRA custodians
- TPAs and recordkeepers
- Insurance companies
Pricing
Volume pricing for retirement administrators. Free account setup.
#2 Tax1099
Tax1099 supports 1099-R filing with standard e-file features.
- 1099-R e-filing
- Bulk upload
- API integration
#3 Sovos
Sovos offers enterprise 1099-R filing for large plan administrators.
- Enterprise platform
- Complex implementations
- Enterprise pricing
#4 1099Pro
1099Pro offers 1099-R support for retirement and financial services.
- 1099-R filing
- Multiple form types
- E-filing support
Enterprise Options
Solutions for large plan administrators:
Frequently Asked Questions
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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.