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SSR NEWSLETTER For SRS Retiree Association Members Ed Homers, Editor Volume 52 June 2012 An Eventful Year Ahead INSIDE THIS ISSUE Chairman s Letter Public Affairs SSR Positions Following Rollout of
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What is srsra?
SRSRA stands for Summary of Retirement Savings Rollover Account.
Who is required to file srsra?
Individuals with retirement savings rollover accounts are required to file srsra.
How to fill out srsra?
SRSRA can be filled out online through the designated portal provided by the relevant financial institution.
What is the purpose of srsra?
The purpose of srsra is to report the details of retirement savings rollovers for tax purposes.
What information must be reported on srsra?
Information such as account number, rollover amount, and rollover date must be reported on srsra.
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