Benefits and Features
Popular format is ideal for reporting distributions from retirement or profit-sharing plans.
Companies required to file 250 or more returns must file electronically. Others may choose to do so. Call for details. Meets all government and IRS filing requirements.
Use to Report:Distributions from retirement or profit-sharing plans, any IRA, insurance contracts and IRA recharacterizations.
Amounts to Report:$10 or more.
Type of Form:Continuous, 4-part carbonless tax form; Dated.
Paper Filing Due Date:To IRS, February 28th (April 1st if filed electronically) // To Recipient January 31st.