Subscribe (Free) to
Daily or Weekly Newsletters
Post a Job

Featured Jobs

AI Retirement Plan Administrator

Well-Funded Retirement-Focused AI Startup
(Remote / Cambridge MA / NY / Hybrid)

Well-Funded Retirement-Focused AI Startup logo

ESOP Administration Consultant

Blue Ridge Associates
(Remote)

Blue Ridge Associates logo

Client Relationship Manager (401k)

Prime Benefits
(Remote / Baltimore MD)

Prime Benefits logo

Regional Vice President

Loren D. Stark Company
(Remote / Houston TX)

Loren D. Stark Company logo

Plan Document Specialist

MAP Retirement
(Remote)

MAP Retirement logo

Team Leader

Nova 401(k) Associates
(Remote)

Nova 401(k) Associates logo

Retirement Plan Administration Consultant

Blue Ridge Associates
(Remote)

Blue Ridge Associates logo

Retirement Relationship Manager

Navia Benefits
(Remote / Eloy AZ)

Navia Benefits logo

Employee Benefits Attorney

Reid & Riege PC
(Remote / Hartford CT / Hybrid)

Reid & Riege PC logo

View More Employee Benefits Jobs

Free Newsletters

“BenefitsLink continues to be the most valuable resource we have at the firm.”

-- An attorney subscriber

Mobile app icon
LinkedIn icon     Twitter icon     Facebook icon

Text of IRS Instructions for 2018 Forms 1099-R and 5498: Distributions from Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. (PDF)
Internal Revenue Service [IRS] Link to more items from this source
[Official Guidance]
July 17, 2018
25 pages. "What's New: ... [1] A conversion of a traditional IRA to a Roth IRA, and a rollover from any other eligible retirement plan to a Roth IRA, made after December 31, 2017, cannot be recharacterized as having been made to a traditional IRA.... [2] Special rules apply to retirement plan distributions made to employees affected by certain natural disasters that occurred in 2016 and 2017."

MORE >>

Please click here to report this link if it is broken (for example, if you see a "404 File Not Found" error message after you click on the linked news item's title).
An important word about authorship: BenefitsLink® created this link to the news item, but we are not the news item's author (unless expressly shown above).