FAQ 976: 1099Rs

Problem: Does ASC produce 1099Rs? What if the filing is late, how do we handle if Penchecks won't file a late filing for us?

Solution: ASC does have 1099-R exportable fields to an excel file located under the main ASC menu, Utilities-Export-1099R. We do not provide filing access for this specific form. If the form is late, and you would like help in filing, maybe you can use a local accountant or payroll service who may handle an independent filing or file on paper if allowed by downloading from Irs.gov. You can also decide if you want to call the IRS at 800-829-1040 to report the late 1099 and seek guidance from them. 2023 Form 1099-R (irs.gov) https://www.irs.gov/pub/irs-pdf/f1099r.pdf Instructions for Forms 1099-R and 5498 (2023) | Internal Revenue Service (irs.gov) https://www.irs.gov/instructions/i1099r There are Online fillable forms available by the government. Copies B, C, 1, and 2 have been made fillable online in a PDF format available at www.IRS.gov/Form1099R and www.IRS.gov/Form5498. You can complete these copies online for providing to recipients and to retain for your own records.