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.