If the transaction took place in 2005 you will not receive a
form 1099R until Jan. of 2006.

Missy Doyle

<< -------------------------------------------------> << The Charter and the Guidelines for submitting > << messages to this newsgroup are at www.asktax.org > << ------------------------------------------------->

This person 'Direct Rollovered' over a small amount (2400.)
from an ESOP (Guckenheimer) to a Fidelity IRA but no 1099
has been sent ......

Question: Should I fill in the info about the rollover
(using Tax Cut) or not ? Even though there is no tax
liability.

2nd Question: This took place *after Jan 1st, is this for
the next tax year or is it optional ? ***maybe thats why no
1099 ............oh, I'm quick

Thanks in advance

Michael

" I want to live forever, So far so good. "

<< -------------------------------------------------> << The Charter and the Guidelines for submitting > << messages to this newsgroup are at www.asktax.org > << ------------------------------------------------->