we have a small number of balance forward plans for which we prepare the 1096, 1099-R and 945 forms.
For those clients who receive a 945 form, I like to include a copy of the instructions for the form. However this year I can't seem to find any. On the IRS website, the form is there but no instructions.
Relius Goverment forms doesn't have the 945 form/instructions available yet.
I know the filings are pretty straightforward, but does anyone have a copy of '08 instructions? I like to verify the mailing address each year...many years ago I had a colleague who sent all her client letters with the previous year's filing address which unfortunately was changed!!!