Planned Giving Insights and Information
Planned giving insights and information from the recognized leader in planned giving software, marketing, gift administration and consulting solutions.
Posts about
IRS filing deadlines
Preparing for Tax Season
Published by
Jeffrey Frye
on
Ready or not, it’s year-end again, which leads us right into tax season – that “most wonderful time of the year!” Here is our quick review of the tax reporting process for life income gifts.
K-1,
working with donors,
gift administration,
Cruts,
1099-R,
charitable giving and taxes,
IRS filing deadlines,
charitable trusts,
gift planning
2 minute read
1099-R Tax Forms Submission Deadlines
Published by
Dyke Tilt
on
If filing fewer than 250 1099-Rs per organization tax ID number, you may submit Copy A of the paper form or file electronically with the IRS. If filing 250 or more, you must submit 1099-R information to the IRS electronically. Please note the IRS accepts only paper or electronic filing for information returns.
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