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IRA Tax Reporting Checklist for CPAs- Send to your CPA network. PDF Version
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IRA Tax Reporting Checklist-PDF version

IRAs and other retirement accounts are subject to tax reporting rules. This includes tax statements issued by IRA custodians and plan trustees, and tax forms that must be filed with the retirement account owners’ tax returns.  
This checklist includes a list of some of the forms that a CPA might need to file with clients’ tax returns

Checklist covers:

  • 4 primary IRA tax forms: Forms 8606, 5329, 8880 and W-8CE
  • Guidance to ensure contributions are properly reported and filed

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