Page 27 - IRS Employer Tax Forms
P. 27
Instructions for Payer
To complete Form 1099-R, use: File Copy A of this form with the IRS by
•The 2020 General Instructions for Certain March 1, 2021. If you file electronically, the
Information Returns, and due date is March 31, 2021. To file
•The 2020 Instructions for Forms 1099-R and electronically, you must have software that
generates a file according to the specifications
5498. in Pub. 1220. The IRS does not provide a fill-in
To order these instructions and additional form option for Copy A.
forms, go to www.irs.gov/Form1099R. Need help? If you have questions about
Caution: Because paper forms are scanned reporting on Form 1099-R, call the information
during processing, you cannot file Forms reporting customer service site toll free at
1096, 1097, 1098, 1099, 3921, or 5498 that 866-455-7438 or 304-263-8700 (not toll free).
you print from the IRS website. Persons with a hearing or speech disability
Due dates. Furnish Copies B, C, and 2 of this with access to TTY/TDD equipment can call
form to the recipient by February 1, 2021. 304-579-4827 (not toll free).