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Pensco Trust Company Forms

Pensco Trust Company Forms

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Instructions and help about Pensco Trust Company Forms

hi everybody this is cody allen with northwest bank's investment management group and this is another quick img minute it's that time of year we're starting to talk about our taxes we want to make sure we get all of our tax forms to our accountant on that very first visit so there's a few forms we want to make sure that you have in hand when you pay them that visit first form is the 1099r form the 1099r formulates to your ira that you have with northwest bank and trust company that reform reports all the distributions you've taken from your ira in the previous year that form was mailed out at the end of january if you need a duplicate please let us know the second form we want to talk about is form 5498 this form also relates to your ira at northwest bank and trust company and it also is in a situation that was mailed out at the end of january this form reports a few things the first thing it reports is contributions that you made to your ira in the previous year the second thing it re

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