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.
Printer Compatibility:For printers that accommodate 9" wide forms.
Type of Form:Dated Mailer.
Paper Filing Due Date:To IRS, May 31st // To FMV/RMD January 31st // For contributions May 31st.