Tax Preparation Help  
Instructions for Form 1099-R & 5498 2006 Tax Year

Index

This is archived information that pertains only to the 2006 Tax Year. If you
are looking for information for the current tax year, go to the Tax Prep Help Area.

B

Beneficiaries, Beneficiaries

C

Charitable gift annuities, Charitable gift annuities.
Combat zones, designated, Special reporting for U.S. Armed Forces in designated combat zones.
Conduit IRAs, Conduit IRAs.
Corrected Form 1099-R, Corrected Form 1099-R
Corrected Form 5498, Corrected Form 5498.
Corrective distributions, Corrective Distributions
Cost of current life insurance protection, Box 2a. Taxable Amount

L

Life insurance contract distributions, Life insurance, annuity, and endowment contracts.
Loans treated as distributions, Direct Rollovers, Loans Treated as Distributions
Losses, retirement distributions, Losses., Losses.

M

Military retirement, Military retirement annuities.
Missing retirement plan participants, Missing Participants

T

Taxable amount, retirement distributions, Box 2a. Taxable Amount
Transfers:
Form 1099-R, Transfers, Transfer of an IRA to spouse.
Form 5498, Direct rollovers, transfers, and recharacterizations.

W

What's new , What's New
Withholding:, Box 4. Federal Income Tax Withheld
Federal income tax, Box 4. Federal Income Tax Withheld

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