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

IRS Form 1099-R with an Attachment. 5 Oct 2025 — The “Form 1099-R” becomes an IRS Form 1099-INT, Electronic Data File, which is used to report taxes and estimated taxes. IRS releases 2017.pdf Guidance for Forms 1099-R and 5498 — IRS Specific Instructions for Form 1099-R. Download all the forms and instructions, including the instructions for Form 1099-R, 1099-INT and 5498 from the IRS website. IRS Forms 1099B and 1099C — Filing Dates Have Been Updated. 26 Oct 2025 — The filing dates for the two forms have been updated to take account of the changes to Forms 1099-R and 5498,  which also  changes the form's reference to required minimum distributions to reflect the new electronic filing requirements and that these distributions are now only considered taxable as regular income IRS Guidance for Certain Reporting Requirements for Distributions from Retirement Plans and Taxable Accounts 30 Oct 2025 — These rules only apply if you're reporting tax on your retirement distribution or a taxable account you hold these funds in. 30 Oct 2025 — The IRS recommends that you withhold tax from distributions received in amounts that fall within the following 10 equal dollar amounts after subtracting any amount received after the first 12 months IRS Revised Guidance for Form 1099-RR and Form W-2G — Filing Dates Have Been Updated 28 Dec 2025 — The filing date dates for forms 1120S or 1620G (if you filed an amended return) or Form 5498 (if you previously filed a paper return) has been updated to take account of the change in the filing fees 23 Jun 2025 — The IRS releases more guidance to taxpayers with respect to their filing of Form 8388, which is used by the IRS to collect Social Security and Medicare taxes. 30 Mar 2025 — The tax requirements that apply to individuals must be met before Form 1099-R (or 5498) will be accepted. 10 Mar 2025 — If you filed Form 1099-R, this is your estimated tax payment date: 10 Mar 2025 — Form 5498 is reported to the IRS as required. 10 Aug 2025 — Your 1099 is sent to the IRS. The IRS may still send you Form 1099-MISC, Statement of Institution, even if you have paid your estimated tax on time.

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