Benefits and Features
Popular format is ideal for reporting contributions.
Meets all government and IRS filing requirements.
- Use to Report: Contributions (including rollover contributions) to any IRA, Roth conversions, IRA recharacterizations, and the fair market value of the account.
- Amounts to Report: All amounts.
- Tax forms per sheet: Two filings per sheet.
- Paper Filing Due Date: To IRS, May 31st // To Participant, For FMV/RMD January 31st; For contributions, May 31st.