Form Instruction 1099-R & 5498 online Grand Prairie Texas 2024-2025

Form Instruction 1099-R & 5498 online Grand Prairie Texas: What You Should Know

The General Instruction requires that all Forms 1099-R and 5498 continue to be filed until the date the return is closed. If you file Form 1099-R after the closed date, you have the option of requesting a refund of Form 1099-R that would have otherwise been withheld from your payment. Alternatively, if you have a Form W-2, you may choose to file both your Form 1099-R and Form W-2. Taxpayers must have the due date available to file to receive a Form 1099-R. The due date for all forms is the last day of a calendar month (January is not a calendar month), with the last day to file being on the last day of the month (January 31). If the last day for a particular month is a weekend or Sunday, the due date for the tax year will be extended to the next day following that weekend/Sunday. For example, if the last day for the last month is Saturday, the due date for the tax year will be Sunday. For all forms, the due date for Form 1099-R is the following: The due date for Form 5498, Other Return (withholding), is September 30 each year and September 30 of each following year. If for any reason you are unable to provide a delivery date on your Form 1099-R, you must include an explanation on Form 5498 and attach proof that you mailed the Form 5498. If you don't send Form 5498 electronically, you may also need to send it by regular mail. Do not include Form 5498 on Form 1099-R or as an attachment in a return; instead, complete a separate Form 5498 for each Form 1099-R. (If you need further instruction, refer to Form 5498 ¶ B — How to Complete the “Other Return” Statement. ) Form 1099-R † To get Form 1099-R, you must enter a completed † with the IRS in order to file electronically. If you make two or more changes to your return, please note the following: You may use Form 1099-R to update any of the information reported and/or withheld by a prior year. If you file and pay electronically, and you don't receive Form 1099-R within 10 business days of your return filing due date, file Form 5326 and send your completed information to the IRS to receive the Form 1099-R.

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