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PENSION IRA AND ANNUITY INCOME Did you transfer IRA funds to a Roth IRA this year Have you elected a Lump Sum treatment for any retirement distributions after 1986 Taxpayer SOCIAL SECURITY BENEFITS RECEIVED Enclose all 1099 SSA Forms. 2011 AICPA Inc. If we did not prepare your prior year returns provide a copy of federal and state returns for the three previous years. Form 1099R Did you convert IRA funds into a Roth IRA If yes provide details. Form 1099R Did you sell and/or purchase a...

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