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Cary North Carolina online Form Instruction 1099-R & 5498: What You Should Know

Form 1099-R was released in April 2025 while  Form 5498 was released in April 2017. Additional guidance,  downloadable or paper copies, is available that should be used at either a) the time the form was approved, or b) when an IRS e-file is being submitted. Forms Sep 26, 2025 — Taxpayers who are unable to follow the instructions on all forms can download the forms and instructions from the following site: General Instructions for Taxpayers Mar 4, 2025 — Form 1099-R Application for Tax Credit; Instructions for Forms 1099-R and 5498 and  Form 8959-B, Foreign Account Income Mar 8, 2025 — Form 1521, Application for Individual Retirement Arrangement Mar 8, 2025 — Individual Retirement Arrangement Application; Income of individuals who are retired; Instructions for Forms 1099-R and 5498. Changes include updating the language from “You may” to “There are some circumstances in which” to clarify the application deadlines [i.e., the application deadline had not expired before the filing of a Form 1099-R].  Further,  Instructions for Forms 1099-R and 5498 and Form 8959-B, Foreign Account Income Instructions for Forms 1099-R and 5498 and Form 8959-B, Foreign Account Income.  You can download the forms below or use one of the links below to download [see General instructions for Taxpayers for instructions for Form 1099-R and Form 5498] or [see General instructions for Forms 1099-R and 5498] or [see general instructions for Forms 1099-K and 5498] [see General instructions for Forms 1099 and 5498] Sep 26, 2025 — Information returns and related information must be filed electronically in 2018. See the following website:  Sep 26, 2025 — Form 8959, Foreign Income and Instructions for Form 8959. Changes include changing the language from “Some” to “Many”.

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