Retirement Reports |
  
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Navigation: Year-end Processing > Deposit Year-end > Retirement Accounts >
Retirement Reports |
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The retirement reports below are available in GOLDView Plus after year-end processing. Indicate on the Client Year-end Reporting Setup Form for Deposits if you would like any of these reports.
Report |
Description |
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1099R Summary Report
The 1099-R/1099-SA report accompanies the 1099-R/1099-SA forms. This report lists all accounts that received a 1099-R/1099-SA and the amounts reported to the IRS. |
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1099R/1099SA Detail Report
The 1099-R/1099-SA Detail Report lists by Social Security number the detail of the information reported on each 1099-R/1099-SA form. |
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5498/5498SA Detail Report
The Retirement 5498 and 5498-SA Reports shows all retirement accounts that require 5498 or 5498-SA forms. Every account holder that has a balance or contribution for the year must receive a 5498 or 5498-SA form by January 31. If the account holder has more than one account, only one account number will be printed. This account number must be used for any corrections after year-end. |
