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Massachusetts Form 5305-S: What You Should Know

The new form is for use for custodial account agreements (CAA's) for taxable years beginning after November 20, 2017. Please be advised that the  U.S. Department of Treasury Updates Forms 5305-RA and 5305-RB for Traditional IRA to Use the Roth Conversion Method Apr 17, 2024 — U.S. Department of Treasury (Treasury) announces that IRA tax forms are being revised to reflect new IRA tax rules effective for tax years beginning after December 22, 2017. We will no longer accept Tax Forms 5305-R, 5305-RA, and 5305-RB and Form 5400-T/IRA. We will accept the amended forms. If you have a question, please contact the  IRS. See Also The tax treatment of distributions from IRAs is complex and subject to various tax rules. It is important to consider the tax consequences of any such transaction, including the possible use of an IRA tax return. Consult your tax advisor if you have any questions.

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