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Posted

For those interested, the new Form 5307 and instructions are now on the IRS website:

200803 Form 5307

200803 Form 5307 Instructions

Mostly just format changes.

The previous Form 5307 may be used until September.

John Simmons

johnsimmonslaw@gmail.com

Note to Readers: For you, I'm a stranger posting on a bulletin board. Posts here should not be given the same weight as personalized advice from a professional who knows or can learn all the facts of your situation.

  • 1 month later...
Posted

Then new Form 5307 says "(Info Copy Only)". Does that mean I can't download it and fill it in? Seems like a step backward to have the IRS mail a paper copy to me on that big ol' diesel-guzzling USPS tractor trailer.

Posted

Fact is, it is downloadable and fillable--and then printable. Tomorrow, I'm mailing off to Covington the first one I've used in thise way. If they reject it, I'll post.

John Simmons

johnsimmonslaw@gmail.com

Note to Readers: For you, I'm a stranger posting on a bulletin board. Posts here should not be given the same weight as personalized advice from a professional who knows or can learn all the facts of your situation.

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