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Posted

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!!!

Posted

Seems to me if the 2008 form was released Dec 17 and new instructions were not included than nothing has changed.

JanetM CPA, MBA

Posted

Thanks so much! I have to assume this just became available because I have been checking the IRS website pretty consistantly for the last few weeks!!!

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