CO online Form Instruction 1099-R & 5498 2024-2025

CO online Form Instruction 1099-R & 5498: What You Should Know

Form 5498, IRA Contribution Information IRS Form 5498 Instructions Jan 1, 2025 — Report on Form 1099-R, IRA/Annuity Distributions for the new fiscal year IRS Form 1099-R Instructions for Fiscal Year 2018 IRS Form 1099-R Instructions for Fiscal Year 2018 Mar 1, 2025 — Form 1099-R and 5498 (2022) and a Form 8949, Notice of Withholding, are not required as a condition of filing a joint tax return for the new calendar year. However, a joint return for that new year will be required to report the amount of earnings on a Section 401(b) account to which a participant contributed for the first time. To complete this Form 3938 form, you will file with your combined return. You would file this Form 3938 (including Form 8949) on your own without filing a joint return. If you wish to get a copy of Form 3938 before March 31, 2018, please mail or fax your request to: IRS Division of Exempt Organizations P.O. Box 47905 Atlanta, GA 30348 For detailed form 3938 instructions, please read the instructions at IRS Publication 519, Withholding of Federal Income Tax by Individuals Generally or by a Corporation etc. for instructions specific to this form. IRS Form 5498 Instructions IRS Forms 5498 and 1099-R Instructions — smart Tax Forms 1098 and 5498 (2022) (PDF) Form 8949 to Report Withholding for Taxes Paid for a Year or for a Series of Years May 19, 2025 — Withholding on the payment (for a tax year) or to report withheld for a series of years is done by entering the withholding on the Schedule SE, Line 18, and on Form 1040X, line 9. All withholding is due by the due date shown on the Schedule SE. Form 8949 for the filing year is due by April 15. Form 8949 for the future tax years is due by April 15 if filed by April 15.

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