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Music my name is Terry White CEO of Sunwest trust and we do these videos periodically we were doing them once a week now we'll probably do them about once every two weeks so if you're interested in these videos be sure and subscribe to this channel Sunwest IRA and give us some comments if you like it if you didn't like it if you'd like some more information please leave us a comment and we'll try to get an answer to you and maybe we'll do a video based on your comment so these videos are for education purposes only they're not meant to take the place of a good CPA or tax attorney and today we're doing a little bit different video so I apologize if I'm not looking at you I'm looking at the screen I'm doing this from my desk computer so that I can pull up some documents and and guide you on a way to analyze some of the documents that some of the forms that you're going to be getting from your custodian and probably have already gotten this particular video is being done in early February

Version Form Popularity Fillable & Printable
IRS Instruction 1099-R & 5498 2018 4.7 Satisfied (105 Votes)
IRS Instruction 1099-R & 5498 2017 4.6 Satisfied (210 Votes)
IRS Instruction 1099-R & 5498 2016 4.5 Satisfied (166 Votes)
IRS Instruction 1099-R & 5498 2015 4.5 Satisfied (68 Votes)
IRS Instruction 1099-R & 5498 2014 4.4 Satisfied (53 Votes)

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