Appleby Posted February 18, 2008 Posted February 18, 2008 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. Choatehttps://www.ataxplan.com/life-and-death-planning-for-retirement-benefits/ www.DeniseAppleby.com
david rigby Posted February 18, 2008 Posted February 18, 2008 http://www.irs.gov/pub/irs-pdf/f1099r.pdf I'm a retirement actuary. Nothing about my comments is intended or should be construed as investment, tax, legal or accounting advice. Occasionally, but not all the time, it might be reasonable to interpret my comments as actuarial or consulting advice.
Appleby Posted February 18, 2008 Author Posted February 18, 2008 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. Choatehttps://www.ataxplan.com/life-and-death-planning-for-retirement-benefits/ www.DeniseAppleby.com
masteff Posted February 18, 2008 Posted February 18, 2008 Even the FTP site is messed up (only has '06 and '08, no '07). Might be worth contacting their Web help desk and let them know they failed to make an '07 archive copy. http://www.irs.gov/help/article/0,,id=97185,00.html Kurt Vonnegut: 'To be is to do'-Socrates 'To do is to be'-Jean-Paul Sartre 'Do be do be do'-Frank Sinatra
Appleby Posted February 18, 2008 Author Posted February 18, 2008 Thanks masteff. I sent an e-mail to their helpdesk at irs.gov.website.helpdesk@speedymail.com I hope that means a 'speedy' resolution Life and Death Planning for Retirement Benefits by Natalie B. Choatehttps://www.ataxplan.com/life-and-death-planning-for-retirement-benefits/ www.DeniseAppleby.com
jevd Posted February 19, 2008 Posted February 19, 2008 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.
John Feldt ERPA CPC QPA Posted February 19, 2008 Posted February 19, 2008 I think this is it, attached.
jevd Posted February 19, 2008 Posted February 19, 2008 Also Here Uncle Fed 2007 1099R Instx Sorry about previous post. JEVD Making the complex understandable.
Appleby Posted February 19, 2008 Author Posted February 19, 2008 Thank you gentlemen, This is much appreciated. Denise Life and Death Planning for Retirement Benefits by Natalie B. Choatehttps://www.ataxplan.com/life-and-death-planning-for-retirement-benefits/ www.DeniseAppleby.com
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