IRS Releases 2006 Forms 1099-R, 5498, and Instructions

September 15, 2006 – The long-awaited 2006 tax year Form 1099-R, Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc., Form 5498, IRA Contribution Information, and the associated detailed instructions have been posted by the IRS. The forms and instructions include additional information and/or reporting changes regarding IRA account closures, IRA disclaimers, valuing IR annuities, distributions of certain excess contributions, designated Roth accounts, qualified reservists, and Armed Forces personnel in combat zones.

These forms and instructions may be accessed as follows.