1099-R Form Product / How to Download

How to Download

To fill out and file the form online you should follow the next instructions.

  • Gather all necessary documents and information. Before you begin, make sure you have all the necessary documents and information on hand.
  • Input your personal and financial information. The software will prompt you to enter your personal information, such as your name, address, and Social Security number. You will also need to enter information about your income, including any wages, salaries, or self-employment income you received during the tax year.
  • Review and verify your information. Once you have entered your information, the software will calculate your tax liability. Carefully review your return to ensure all the information is accurate and complete.
  • Electronically sign and submit your tax return. Once you have reviewed and verified your information, the software will allow you to electronically sign your return and submit it to the IRS. You may need to provide additional information or documentation if the IRS has any questions about your return.