Distribution events

1099-R Distribution Wizard

Enter recipient and distribution details. The Distribution Reason dropdown automatically assigns the correct IRS code, and the generator outputs a print-ready PDF that mirrors the IRS box layout.

1099-R Interview

Step 1 of 5: Payer

1Payer
2Recipient
3Distribution
4State & Local
5Review & Generate

Payer Name

Solo 401(k) plan or trust

Payer Address

Street, City, State, ZIP

Payer Phone

Payer TIN (EIN)

Format: 12-3456789

Tax Year