There has been an important change on Form 1099-R for 2011 and I thought I should spend the morning letting you know of these changes,
- Boxes have been renumbered – Boxes 10 through 15 have been renumbered as boxes 12 through 17. Also, box 10 has been labeled “10 Amount allocable to IRR within 5 years” and a dollar sign has been added. The box :1st year of desig. Roth Contrib.” has been numbered 11.
Thankfully, E-File Magic has copies of the Form you can look at here, and instructions for the form that you can look at here. But, if you do not want to worry about how the form looks and you would like a simpler way of filing your 1099-R, download the E-File Magic Software and give it a try, I know you’ll be pleased!