#8 Tax Year 2025: Retrieve 1099 State Tax Files (For State Reconciliation If Applicable)
Follow these steps to download an IRS Form 1099-R state tax file to assist in reconciling state withholding with your state's department of revenue, if applicable.
Coming soon: Training guide will be reviewed/updated, if necessary, for the 2026 tax reporting season, but this guide from the previous tax season can be viewed to familiarize your organization with the general process.
Click HERE to view the training guide.