How Are Contributions to a Xxxx XXX Reported for Federal Tax Purposes. You must file Form 5329 with the IRS to report and remit any penalties or excise taxes. In addition, certain contribution and distribution information must be reported to the IRS on Form 8606 (as an attachment to your federal income tax return.)
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Samples: Custodial Account Agreement, Custodial Account Agreement, Custodial Account Agreement
How Are Contributions to a Xxxx XXX Reported for Federal Tax Purposes. You must file Form 5329 with the IRS to report and remit any penalties or excise taxes. In addition, certain contribution and distribution information must be reported to the IRS on Form 8606 (as an attachment to your federal income tax return).)
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Samples: www.rwbaird.com
