Hi. Procrastination will be a common theme with my question.
JA: The Accountant will know how to help. Please tell me more, so we can help you best.
Customer: Sorry. I didn't mean to hit "Enter". Years ago I left one company to work for another and I waited until last year to move my 401K over. I ended up taking it in the form
of a check that I was going to put in a Fidelity IRA. After I got the check, I sat on it for a long time, intending to get to it when I could. When I went to get to it, I couldn't find the check. I know I have it somewhere. Should I claim the check on this current tax
form or should I wait until next year. If I can't find it, apparently I can request another check.
JA: Is there anything else important you think the Accountant should know?
Customer: That's the whole story, stupid as it is. I haven't cashed the check or done anything else with it. It hasn't contributed in any way to my financial condition. But I have the W2 from the company issuing the check, so if I don't know if it would be appropriate for me to claim it for last year.