Form preview

Get the free Form 1099-R and 945 Reporting: Crossing the Ts on Plan ...

Get Form
2024 Annuity Payment Schedule For Nebraska State & County RetireesJanuaryFebruaryMarchAprilMayJuneJulyAugustSeptemberOctoberNovemberDecember12 15 15 15 15 14 15 15 13 15 15 13 Watch Your Mail for
We are not affiliated with any brand or entity on this form

Get, Create, Make and Sign form 1099-r and 945

Edit
Edit your form 1099-r and 945 form online
Type text, complete fillable fields, insert images, highlight or blackout data for discretion, add comments, and more.
Add
Add your legally-binding signature
Draw or type your signature, upload a signature image, or capture it with your digital camera.
Share
Share your form instantly
Email, fax, or share your form 1099-r and 945 form via URL. You can also download, print, or export forms to your preferred cloud storage service.

How to edit form 1099-r and 945 online

9.5
Ease of Setup
pdfFiller User Ratings on G2
9.0
Ease of Use
pdfFiller User Ratings on G2
Here are the steps you need to follow to get started with our professional PDF editor:
1
Register the account. Begin by clicking Start Free Trial and create a profile if you are a new user.
2
Prepare a file. Use the Add New button to start a new project. Then, using your device, upload your file to the system by importing it from internal mail, the cloud, or adding its URL.
3
Edit form 1099-r and 945. Rearrange and rotate pages, insert new and alter existing texts, add new objects, and take advantage of other helpful tools. Click Done to apply changes and return to your Dashboard. Go to the Documents tab to access merging, splitting, locking, or unlocking functions.
4
Save your file. Select it in the list of your records. Then, move the cursor to the right toolbar and choose one of the available exporting methods: save it in multiple formats, download it as a PDF, send it by email, or store it in the cloud.
With pdfFiller, it's always easy to work with documents.

Uncompromising security for your PDF editing and eSignature needs

Your private information is safe with pdfFiller. We employ end-to-end encryption, secure cloud storage, and advanced access control to protect your documents and maintain regulatory compliance.
GDPR
AICPA SOC 2
PCI
HIPAA
CCPA
FDA

How to fill out form 1099-r and 945

Illustration

How to fill out form 1099-r and 945

01
To fill out form 1099-R, follow these steps:
02
- Enter the payer's information, including their name, address, and federal identification number.
03
- Provide the recipient's information, such as their name, address, and taxpayer identification number.
04
- Indicate the distribution amount and its taxable amount in the appropriate boxes.
05
- Report any federal income tax withheld from the distribution.
06
- Provide additional details about the distribution, such as the type of retirement plan and the reason for the distribution.
07
- Complete the form with your signature and the date.
08
To fill out form 945, follow these steps:
09
- Enter your business information, including your name, address, and employer identification number.
10
- Report the total federal income tax withheld from your employees' wages.
11
- Calculate the total deposit for the period and determine if you owe any additional taxes.
12
- Report any adjustments, penalties, or prior payments made.
13
- Complete the form with your signature and the date.

Who needs form 1099-r and 945?

01
Form 1099-R is required for any person or entity that makes a distribution of $10 or more from pensions, annuities, retirement or profit-sharing plans, IRAs, insurance contracts, etc.
02
Form 945 is required for any business that withheld federal income tax from non-payroll payments, such as backup withholding, pensions, annuities, gambling winnings, etc.
Fill form : Try Risk Free
Users Most Likely To Recommend - Summer 2025
Grid Leader in Small-Business - Summer 2025
High Performer - Summer 2025
Regional Leader - Summer 2025
Easiest To Do Business With - Summer 2025
Best Meets Requirements- Summer 2025
Rate the form
4.8
Satisfied
53 Votes

For pdfFiller’s FAQs

Below is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.

You can use pdfFiller’s add-on for Gmail in order to modify, fill out, and eSign your form 1099-r and 945 along with other documents right in your inbox. Find pdfFiller for Gmail in Google Workspace Marketplace. Use time you spend on handling your documents and eSignatures for more important things.
pdfFiller has made it easy to fill out and sign form 1099-r and 945. You can use the solution to change and move PDF content, add fields that can be filled in, and sign the document electronically. Start a free trial of pdfFiller, the best tool for editing and filling in documents.
Complete your form 1099-r and 945 and other papers on your Android device by using the pdfFiller mobile app. The program includes all of the necessary document management tools, such as editing content, eSigning, annotating, sharing files, and so on. You will be able to view your papers at any time as long as you have an internet connection.
Form 1099-R is used to report distributions from pensions, annuities, retirement or profit-sharing plans, IRAs, insurance contracts, etc. Form 945 is used to report federal income tax withheld from non-payroll payments.
Individuals, businesses, trusts, estates, and any entity that made a reportable distribution or withheld federal income tax are required to file Form 1099-R and 945.
Form 1099-R and 945 require specific information such as payer's name, recipient's identification number, distribution amounts, federal income tax withheld, etc. It is important to follow the instructions provided by the IRS.
The purpose of Form 1099-R is to report distributions to recipients and the purpose of Form 945 is to report federal income tax withheld from non-payroll payments.
Information such as payer's name and information, recipient's name and identification number, distribution amounts, federal income tax withheld, and other relevant details must be reported on Form 1099-R and 945.
Fill out your form 1099-r and 945 online with pdfFiller!

pdfFiller is an end-to-end solution for managing, creating, and editing documents and forms in the cloud. Save time and hassle by preparing your tax forms online.

Get started now
Form preview
If you believe that this page should be taken down, please follow our DMCA take down process here .
This form may include fields for payment information. Data entered in these fields is not covered by PCI DSS compliance.