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Posted

Does anyone have a copy of the 2007-1099-r Instructions?

The IRS has already uploaded the 2008 version at the url http://www.irs.gov/pub/irs-pdf/i1099r.pdf. And, where the instructions are listed http://www.irs.gov/formspubs/lists/0,,id=97817,00.html , it has 2006 and 2008, but not 2007. Same for the general instructions.

Life and Death Planning for Retirement Benefits by Natalie B. Choate
https://www.ataxplan.com/life-and-death-planning-for-retirement-benefits/

www.DeniseAppleby.com

 

Posted

Thanks David. Would you happened to also have a link to the more comprehensive instructions, like the one at http://www.irs.gov/pub/irs-pdf/i1099r.pdf ?

Oddest thing is that I used it just a few days ago- but as you can see they changed the content of the link. I am hoping someone downloaded a copy.

Denise

Life and Death Planning for Retirement Benefits by Natalie B. Choate
https://www.ataxplan.com/life-and-death-planning-for-retirement-benefits/

www.DeniseAppleby.com

 

Posted

Denise,

The 2007 1220 is here 2007 1220

It has the instrux for 1099Rs and 5498s

Oops My Error. Only General not specific instructions

JEVD

Making the complex understandable.

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