"Harlan Lunsford" <lunstax[at]bellsouth.net> wrote in message
news:765kl.1787$i9.1647[at]bignews8.bellsouth.net...
- quote -

Yeah, the trust company that sent the 1099-R's finally sent
a corrected one. When I called them they said it was already
in the mail!.......

Mark D.

--
<< ------------------------------------------------------- > << The foregoing was not intended or written to be used, > << nor can it used, for the purpose of avoiding penalties > << that may be imposed upon the taxpayer. > << > << The Charter and the Guidelines for submitting posts > << to this newsgroup as well as our anti-spamming policy > << are at www.asktax.org. > << Copyright (2007) - All rights reserved. > << ------------------------------------------------------- >

Arthur Kamlet wrote:
- quote -

I suspect that closer inspection of both forms might reveal a little
check box on one in the "CORRECTED" box.

You reckon?

ChEAr$,
Harlan Lunsford, EA n LA

--
<< ------------------------------------------------------- > << The foregoing was not intended or written to be used, > << nor can it used, for the purpose of avoiding penalties > << that may be imposed upon the taxpayer. > << > << The Charter and the Guidelines for submitting posts > << to this newsgroup as well as our anti-spamming policy > << are at www.asktax.org. > << Copyright (2007) - All rights reserved. > << ------------------------------------------------------- >

In article <3MudnQEnu_OmPRLUnZ2dnUVZ_vqdnZ2d[at]posted.grandecom> ,
Mark D. <downing[at]grandecom.net> wrote:
- quote -


It sounds very very wrong!
--


ArtKamlet at a o l dot c o m Columbus OH K2PZH

--
<< ------------------------------------------------------- > << The foregoing was not intended or written to be used, > << nor can it used, for the purpose of avoiding penalties > << that may be imposed upon the taxpayer. > << > << The Charter and the Guidelines for submitting posts > << to this newsgroup as well as our anti-spamming policy > << are at www.asktax.org. > << Copyright (2007) - All rights reserved. > << ------------------------------------------------------- >

"Arthur Kamlet" <kamlet[at]panix.com> wrote in message
news:gmo68u$bn6$2[at]reader1.panix.com...
- quote -


Yeah, the one with a tax amount has the G code. The one without has a code
1 in it.
What might be the cause, a mis filing on their part?

Mark

--
<< ------------------------------------------------------- > << The foregoing was not intended or written to be used, > << nor can it used, for the purpose of avoiding penalties > << that may be imposed upon the taxpayer. > << > << The Charter and the Guidelines for submitting posts > << to this newsgroup as well as our anti-spamming policy > << are at www.asktax.org. > << Copyright (2007) - All rights reserved. > << ------------------------------------------------------- >

In article <G_-dnQ0cocGWDRLUnZ2dnUVZ_h2WnZ2d[at]posted.grandecom> ,
Mark D. <downing[at]grandecom.net> wrote:
- quote -



I might guess what happened, but if the 1099 has a code G, and no taxable
amount listed, just add the total amount of that 1099 to Form 1040
line 16a but not to 16b.


The 1099s seem right if my guess about what happened is right.
But it can't hurt to have HR explain it to you.
--


ArtKamlet at a o l dot c o m Columbus OH K2PZH

--
<< ------------------------------------------------------- > << The foregoing was not intended or written to be used, > << nor can it used, for the purpose of avoiding penalties > << that may be imposed upon the taxpayer. > << > << The Charter and the Guidelines for submitting posts > << to this newsgroup as well as our anti-spamming policy > << are at www.asktax.org. > << Copyright (2007) - All rights reserved. > << ------------------------------------------------------- >

I recieved two 1099-R's for a tiny disbursement of around $4700. One is for
the disbursement and shows the taxes taken out. The other shows a rollover
for the same amount with no taxes taken out. Do I not need to worry about
the second one when filing my taxes? Or do I need to contact the paying
trust company or my former HR department and get the second one nullified?

Thanks for any help,

Mark

--
<< ------------------------------------------------------- > << The foregoing was not intended or written to be used, > << nor can it used, for the purpose of avoiding penalties > << that may be imposed upon the taxpayer. > << > << The Charter and the Guidelines for submitting posts > << to this newsgroup as well as our anti-spamming policy > << are at www.asktax.org. > << Copyright (2007) - All rights reserved. > << ------------------------------------------------------- >