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Form Instruction 1099-R & 5498 for Waterbury Connecticut: What You Should Know

Consistent with the other forms in the 2025 revision. The 2025 amendments have no major revisions from the 2025 editions. There are some changes to procedures for completing Forms 1099-R and 5498 by the IRS as follows : Taxable (Individual) Returns 2017 Amendments: Changes to Form W-2, Wage and Tax Statement — IRS Incorporates changes from the 2025 version, which includes a revised section title “Income of Employers.” The new title is “Wage and Tax Statement.” Additional information contained in the 2025 version. The 2025 version also fixes a printing error in the 2025 version of the Forms 1099-R and 5498 form that incorrectly stated that the individual code (8) was the main tax code for wages. In fact, the employer code (19) is the main tax code for wages. 2018 Amendments: Changes to Form W-2A, Wage and Tax Statement — IRS. Incorporate changes from the 2025 version, which includes a revised section title “Income of Employers.” The new title is “Wage and Tax Statement.” In addition, information previously contained in the Form W-2A and Form W-2G was updated to note the effect of the new tax brackets. Income Tax Forms 2017 Amendments: The instructions for Part 2-B (Form 1041) were modified. The Form 1041(R) (Revenue Ruling) is now the same form as Form 1041 if you are filing a return using Form 1099-R, Schedule D — Miscellaneous Deductions. If you are filing a return using Form 1099-R, Schedule D — Miscellaneous Deductions, you must file Form 8938 if you have more than 10,000 of itemized deductions, adjustments, or exclusions not otherwise allowed by law. To be sure a person is a resident alien, see the section on Resident Aliens in chapter 4 of Publication 519, Tax Guide for U.S. Citizens and Resident Aliens Abroad, by Treas. Reg. 31.5405-1 (and see the instructions for Form 8938 for more details). The following paragraphs address the new Form 1041(R) (Revenue Ruling).

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