Preparing for Tax Season
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.
1099-R Tax Forms Submission Deadlines
March 5, 2012
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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