Regional Vice President of Sales The Retirement Plan Company
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Bates & Company, Inc.
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AimPoint Pension
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Loan & Distribution Specialist AimPoint Pension
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Compass
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Text of IRS Rev. Proc. 2014-27: General Rules and Specifications for Substitute Forms 1096, 1098, 1099, 5498, and Certain Other Information Returns (PDF)
Internal Revenue Service [IRS] [Official Guidance] June 2, 2014
IRS Publication 1179, rev. May 2014. Excerpt: "The purpose of this revenue procedure to set forth the 2013 requirements for: Using official Internal Revenue Service (IRS) forms to file information returns with the IRS, Preparing acceptable substitutes of the official IRS forms to file information returns with the IRS, and Using official or acceptable substitute forms to furnish information to recipients."
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