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.
- Paper Filing Due Date: To IRS, February 28th (April 1st if filed electronically) // To Recipient January 31st.