Difference between revisions of "Generate 1099R Statements"
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(Created page with "=='''Overview of IL272'''== Category:Investments Reports") |
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=='''Overview of IL272'''== | =='''Overview of IL272'''== | ||
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| + | The Generate 1099R Statements report produces statements of distributions made to IRA recipients during the calendar year. These statements must be mailed to your investors by January 31st, and the report is typically run as part of your organization's year end periodic processing. The report also allows you to update the IRS Reporting System. To generate the report: | ||
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[[Category:Investments Reports]] | [[Category:Investments Reports]] | ||
Revision as of 11:52, 29 March 2012
Overview of IL272
The Generate 1099R Statements report produces statements of distributions made to IRA recipients during the calendar year. These statements must be mailed to your investors by January 31st, and the report is typically run as part of your organization's year end periodic processing. The report also allows you to update the IRS Reporting System. To generate the report:
