Get 2-4 13-2026

Filling out the 2-4 form can be a straightforward process if you follow the proper steps. This guide will provide you with clear, detailed instructions on how to complete the form accurately and efficiently online.

Follow the steps to fill out the form correctly.

1. Click the ‘Get Form’ button to obtain the 2-4 form and open it in your preferred editor.
2. Begin by entering the trustee's or issuer's name and complete address in the designated section. Make sure to include the city or town, state or province, country, and ZIP or foreign postal code.
3. Locate the fields for the participant’s details. Input the participant’s social security number followed by their name. Ensure all details are accurate and correctly formatted.
4. In Box 1, input the total IRA contributions made within the reporting period, excluding other specified boxes. Double-check for precision to avoid discrepancies.
5. Proceed to Box 2 and enter any rollover contributions made during the year. This may include direct rollovers as well. Ensure to differentiate it from traditional contributions.
6. Fill out Box 3 with the amount of any Roth IRA conversion that occurred within the reporting period. This information will be crucial for tax implications.
7. In Boxes 4 and 5, enter any recharacterized contributions and the fair market value of your account, respectively. Accurate calculations are important here.
8. Continue to input any additional contributions in Boxes 6 through 10, specifically life insurance costs, SEP contributions, SIMPLE contributions, and Roth contributions.
9. If applicable, check Box 11 for required minimum distributions (RMD) and complete the associated Fields 12a and 12b with the RMD date and amount.
10. Ensure that all sections are filled out completely. Review all entered data for accuracy and completeness.
11. Once all data is finalized, you can save changes, download, print, or share the completed form as necessary.

Start filing your documents online today for a smooth and efficient experience.