Trustee or issuer of your individual retirement arrangement (IRA) to report 2025

1. Click ‘Get Form’ to open it in the editor.
2. Begin by entering the trustee's or issuer's name, address, and federal identification number in the designated fields. Ensure accuracy as this information is crucial for IRS reporting.
3. Fill in the participant’s details, including their social security number and name. This ensures that contributions are correctly attributed.
4. Complete each contribution section: Box 1 for traditional IRA contributions, Box 2 for rollover contributions, and Box 3 for Roth IRA conversions. Be precise with amounts to avoid discrepancies.
5. If applicable, check Box 11 for required minimum distributions (RMDs) and provide the RMD date and amount in Boxes 12a and 12b respectively.
6. Review all entries for accuracy before saving your document. Utilize our platform’s features to easily edit any mistakes.

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