Memo #
1323

IRS ANNOUNCES PROPOSAL TO COMBINE FORMS 1099-R AND W-2P

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August 7, 1989 TO: PENSION MEMBERS NO. 38-89 OPERATIONS MEMBERS NO. 26-89 TRANSFER AGENT SHAREHOLDER ADVISORY COMMITTEE NO. 21-89 RE: IRS ANNOUNCES PROPOSAL TO COMBINE FORMS 1099-R AND W-2P __________________________________________________________ Attached is a copy of IRS Announcement 89-94, which states that the IRS is considering combining Forms 1099-R and W-2P for tax year 1991. Form W-2P would be eliminated and Form 1099-R would be designated Form 1099-R/W-2P. The new form would be filed only with the IRS, eliminating the need to file Form W-2P with the Social Security Administration. The announcement includes a proof copy of the proposed form. The proof copy contains all of the boxes currently used on Form 1099-R. We will keep you informed of further developoments. Kathy D. Ireland Assistant General Counsel Attachment

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