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#3
02-10-2004, 08:25 PM
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 Re: Rollover, but no 1099-R issued Bill wrote: - quote - > gindie[at]hotmail.com posted:
Not this year: The mailing deadline was February 2, 2004,> > Wife rolled over Profit Sharing account from > > previous employer to her Rollover IRA, > > however no 1099-R was issued. Should I still > > include this on line 16 as if we had a 1099-R? > Yes. But you will quite likely receive a 1099-R soon, > anyway. With the official required mailing deadline of > January 31, many of those straggle in over the next week or > ten days. due to the weekend rule. << -------------------------------------------------> << The Charter and the Guidelines for submitting > << messages to this newsgroup are at www.asktax.org > << -------------------------------------------------> |
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#2
02-05-2004, 07:57 PM
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| Re: Rollover, but no 1099-R issued gindie wrote: - quote - > Wife rolled over Profit Sharing account from previous
Most probably the rollover was direct from trustee to new> employer to her Rollover IRA, however no 1099-R was issued. > Should I still include this on line 16 as if we had a > 1099-R? IRA trustee, in which case no 1099-R, hence no reporting requirement. Cheer$, Harlan Lunsford Phenix City, AL << -------------------------------------------------> << The Charter and the Guidelines for submitting > << messages to this newsgroup are at www.asktax.org > << -------------------------------------------------> |
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#1
02-05-2004, 04:48 AM
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| Re: Rollover, but no 1099-R issued gindie[at]hotmail.com posted: - quote - > Wife rolled over Profit Sharing account from
Yes. But you will quite likely receive a 1099-R soon,> previous employer to her Rollover IRA, > however no 1099-R was issued. Should I still > include this on line 16 as if we had a 1099-R? anyway. With the official required mailing deadline of January 31, many of those straggle in over the next week or ten days. Bill << -------------------------------------------------> << The Charter and the Guidelines for submitting > << messages to this newsgroup are at www.asktax.org > << -------------------------------------------------> |
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02-05-2004, 04:28 AM
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| Re: Rollover, but no 1099-R issued gindie[at]hotmail.com (gindie) writes: - quote - > Wife rolled over Profit Sharing account from previous
No need to, but no harm done if you do.> employer to her Rollover IRA, however no 1099-R was issued. > Should I still include this on line 16 as if we had a > 1099-R? Phil Marti Topeka, KS << -------------------------------------------------> << The Charter and the Guidelines for submitting > << messages to this newsgroup are at www.asktax.org > << -------------------------------------------------> |
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#-1
02-04-2004, 02:16 AM
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| Rollover, but no 1099-R issued Wife rolled over Profit Sharing account from previous employer to her Rollover IRA, however no 1099-R was issued. Should I still include this on line 16 as if we had a 1099-R? << -------------------------------------------------> << The Charter and the Guidelines for submitting > << messages to this newsgroup are at www.asktax.org > << -------------------------------------------------> |
| Tags |
| 1099r, issued, rollover |
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