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Form Instruction 1099-R & 5498 California San Bernardino: What You Should Know

Mar 24, 2025 (1099R and 5498 will no longer be accepted as original documents.) Mar 24, 2025 — (You will receive a complete PDF template for this form as part of your 2025 and 2025 annual income tax returns as applicable.) Mar 24, 2025 — (The 2025 and 2025 version of this form is also now available on Amazon.com.) Form 1099-R & 5498 Washington state and tribal governments impose no tax on distributions from a defined benefit or pension plan. you are not required to withhold any payment by your employer from a payment you received from a designated beneficiary if the payment consists solely of a return of appreciation on property in a mutual fund.

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