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How to prepare Form Instruction 1099-R & 5498
About Form Instruction 1099-R & 5498
Form Instruction 1099-R is a set of instructions that accompanies the 1099-R form, which is used by organizations such as financial institutions, pension funds, and government agencies to report distributions made from retirement accounts to recipients, including both traditional and Roth IRAs, pensions, and annuities. The form includes details such as the distribution amount, the recipient's name and address, and relevant tax withholding information. Form Instruction 5498, on the other hand, is used by the same organizations to report contributions made to retirement accounts during the previous tax year. It includes information such as the type of account, contribution amounts, and opening and closing balances. Anyone who has received a distribution from a retirement account, such as a pension or an IRA, or who has made contributions to such an account during the previous tax year may need either or both of these forms for tax reporting purposes.
What Is Irs Form For Ira Distribution?
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