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Form Instruction 1099-R & 5498 for Burbank California: What You Should Know

Tax Preparation Office and providing photocopies to the TEP. All forms must be completed  by you and notarized. You must have the TEP return completed.  After you complete your form,  fill out and return to the TEP. If you do not complete your return, we cannot issue and return your return. To complete the tax forms and/or instructions for use, you can use the following documents:  A. 1099-R or 5498 for Distributions That Are Not Qualified or Qualified For Deduction Form 1099-R and Form 1099-R-EZ for Distributions to a Plan or IRA Form RRN (e) for Distributions to a Designated Person in a Qualified Plan Form W-2 for Distributions to the U.S. Treasury Form SS-8 for Distributions to the Indian Trustee A. 1099-R or 5498 for Distributions That Are Qualified or Qualified for Deduction Form 1099-R and Form 1099-R-EZ for Distributions to a Plan or IRA Form RRN (e) for Distributions to a Designated Person in a Qualified Plan Form W-2 for Distributions to the U.S. Treasury Form SS-8 for Distributions to the Indian Trustee A. 1099-R or 5498 for Distributions That Are Not Qualified or Qualified for Deduction Form 1099-R and Form 1099-R-EZ for Distributions to a Plan or IRA Form RRN (e) for Distributions to a Designated Person in a Qualified Plan Form W-2 for Distributions to the U.S. Treasury Form SS-8 for Distributions to the Indian Trustee A. 1099-R or 5498 for Distributions That Are Not Qualified or Qualified for Deduction Form 1099-R and Form 1099-R-EZ for Distributions to a Plan or IRA Form RRN (e) for Distributions to a Designated Person in a Qualified Plan Form W-2 for Distributions to the U.S. Treasury Form SS-8 for Distributions to the Indian Trustee A.

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