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Zuletzt aktualisiert am Dec 30, 2025

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I was able to locate and complete 10 years worth of 1099-R's online quite easily. They looked very nice and the process was much better than trying to hand type them on a typewriter! Saving the forms in multiple formats will also come in handy in the future.
Tena
It was a little tough figuring it out at first, but it seems to be doing exactly what I want it to do. In the sending and returning process, I think it could be done with perhaps fewer steps
Mary W
Customer Service Online messaging rep.. I got ahold of customer service messaging system and told them my issue. Within 5 minutes I had someone already solving my issue and refunding me. The fact that their customer service was so on point with having no way to call. Actually impressed me. Thank you guys. You have my recommendation.
Zack Circle
Easy I don't have to type documents every time. Just need to change the date, and other data. It saves documents and they are pretty much organized. The signature does not look good. The email looks funky. I will I can scan docs directly, and may be fax them.
Ella H.
It works well overall It works well overall. I like being able to take an existing form and change the names of the form elements to match our database. The one issue I just had was with text alignment for a text box. I do not see the property for that. My workaround was to copy an existing text box that was center aligned.
Grant Theobald
The form was free The form was free, really free and didn't require me to pay to download my document as other sites do. It was easy to use with instructions provided. I loved the check mark option.
Linda Mead
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