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Home Forum Pension Services What's New: 2010 Reporting Changes for 1099-R & 5498

What's New: 2010 Reporting Changes for 1099-R & 5498
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12:42 pm
December 7, 2009


Karen Ezzi

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The IRS has updated Form 1099-R and Form 5498 for tax year 2009. While no substantive changes were made to Form 1099-R, Form 5498 has been enlarged and reformatted to provide additional boxes for the collection of Required Minimum Distribution information.

These changes may be found at Form 1099-R Reporting Instructions and Form 5498 Reporting Instructions.


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