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March 11, 2009

Corrections to IRS Publication 1220


IRS issues correction for filing retirement forms

The IRS has issued Announcement 2009-7, which provides updates and corrections to IRS Publication 1220, Specifications for Filing Forms 1098, 1099, 5498, and W-2G, Electronically, containing formatting information for Form 8935, Airline Payments Report. Announcement 2009-7 can be found here
Publication 1220 can be found here

Written By

Denise Appleby

Denise is CEO of Appleby Retirement Consulting Inc., a firm that provides IRA resources for financial/ tax/legal professionals. She has over 20 years of experience in the retirement plans field, which includes training and technical consultation.

Denise writes and publishes educational /marketing tools for advisors; available at Denise co-authored several books on IRAs

Denise is a graduate of The John Marshall Law School, where she obtained a Masters of Jurisprudence in Employee Benefits, and has earned 5 professional retirement designations.
She has appeared on numerous media programs, sharing her insights on retirement tax laws.


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Annual Benefit Limit

Definition The annual benefit limit for defined benefit plans is the lesser of: A) 100% of the participant’s average compensation for his or her highest

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