Icma Tax Documents

If you`ve misplaced forms or lost them in the mail, you can also get copies by logging into your account at www.icmarc.org/login. Simply click on the Account Statements and Confirmations option in the drop-down menu next to your plan on the home page to view, print, or save the document to your files. MissionSquare Retirement sends several important tax documents during the first months of the year. You should receive a Form 1099-R in January 2020, which shows all the distributions you made in 2019 from your 457 or 401 or IRA plan. Check the distribution codes when you receive these forms and contact MissionSquare Retirement if you have any questions. You will need this information to file your 2019 tax returns and you will need to keep the forms with your tax records. What tax forms will I receive from MissionSquare Retraite in the coming months? In May 2020, you will receive Form 5498, which shows all the IRA contributions, deferrals or conversions you made in 2019. This tax form comes after the deadline for the tax return, but you should also keep it with your tax records… .

Comments are closed.