If there were distributions from your 401k Easy this year, you are responsible for preparing Form 1099-R and Form 1096. The 1099Rs are due by January 31, and the 1096 is due by February 28. 401k Easy clients not using Charles Schwab PCRA-based platform as their asset custodian can prepare IRS Forms 1099R and 1096 using inexpensive third-party services. The PDF documents in this section highlight the low-cost forms preparation service we recommend.

Please note that 401k Easy does not derive any compensation, either directly or indirectly, from any third-party services we recommend, including all Schwab services. Recommendations and modifications of 401k Easy are designed to simplify 401k Easy, and reduce the time plan sponsors spend managing their company's 401k.

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