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MAGI is different from AGI as shown on page 1 of the 1040.
MAGI is different from AGI as shown on page 1 of the 1040. In determining … read more
Lev
Lev
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Bachelor's Degree Equivalent
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I had a Roth IRA CD in one bank and when it matured I
Hi, I had a Roth IRA CD in one bank and when it matured I received a check and put the whole amount into another Roth IRA CD within 30 days. My 1099-R shows a code Q in box 7. It appears that the amou… read more
Lane
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After retirement as of 12/31/16, I rolled over my 401k to a
After retirement as of 12/31/16, I rolled over my 401k to a retirement account IRA, and took the required minimum distribution. I now have a 1099-R for the entire amount in the 401k, as well as the di… read more
Tax.appeal.168
Tax.appeal.168
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When I retired from the Commonwealth of Pa. I took my
When I retired from the Commonwealth of Pa. I took my contributions from my pension and rolled them into my Roth Account. The Commonwealth sent me two 1099R's. On for a reduced amount (minus the Feder… read more
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My former employer offered a retirement buyout. I had mine
My former employer offered a retirement buyout. I had mine transferred to an IRA but the 1099 they sent says it is taxable. What can I do?… read more
Bill
Bill
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I am retired, i rolled over from my 401k to another
I am retired, i rolled over from my 401k to another qualified plan. I received form 1099-R. why is this rollover reported as a gross distribution when no money touched my hands and is all or part is t… read more
Robin D.
Robin D.
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We rolled over a 401K to a traditional IrA then took a distribution
We rolled over a 401K to a traditional IrA then took a distribution on the ira. I've got two 1099s, one for the rollover and with for the distribution. When I enter the 1099s, they add the two when in… read more
Bill
Bill
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took funds from ira of $40000 and $30000 from two different
took funds from ira of $40000 and $30000 from two different ira's in 2014. within 60 days rolled over and put $40,000 back into one ira and $20,000 in the second ira. how is this taxed?… read more
Lev
Lev
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how should I treat 1099 R? Do I need to include in to my wages?
how should I treat 1099 R? Do I need to include in to my wages? or is it only for an information purpose? I got this when I moved the my previous 401K to the current 401K plan… read more
Anne
Anne
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When I filed my taxes with tubo tax. I would have gotten a
When I filed my taxes with tubo tax. I would have gotten a refund. if I didn't add in 2 1099 . My company I work for was sold... So I had to close out my 401k with them and rolled over to a new ira. T… read more
jgordosea
jgordosea
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I was laid off april 2011. At that time I had a 401K sponsored
I was laid off april 2011. At that time I had a 401K sponsored by my company and also a pension from my company. I rolled each of them directly over into a Traditional IRA account. I have NOT drawn an… read more
Stephen G.
Stephen G.
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i received a form 1099-r in 2010 whereby my 401k plan was rolled
i received a form 1099-r in 2010 whereby my 401k plan was rolled over to an ira as a total distribution. on what line does this distribution get included on the 2010 form 1040 tax return?… read more
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Greetings, I received a 1099-R in 2008 for an early IRA
Greetings, I received a 1099-R in 2008 for an early IRA distribution that was rolled over into another tax deferred account within 60 days in the same year. How do I report the rollover? It is not inc… read more
BK-CPA
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I received a 1099-R form when my 401K was rolled over into
I received a 1099-R form when my 401K was rolled over into a IRA . How do I file this? Is the gross distribution considered income, even though I'm not seeing a dime of it? Dean… read more
jgordosea
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I have a Federal Income tax question. I have four 1099-Rs,
I have a Federal Income tax question. I have four 1099-Rs, The first one shows where I rolled, trustee to trustee, $62,000, which was a total distribution, from my 401-k to a simple IRA. The other thr… read more
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I was part of an ESOP at a previous employer. The previous ...
I was part of an ESOP at a previous employer. The previous employer has chosen to provide ex-employees with a full distribution of their ESOP shares. I have chosen to roll my ESOP distribution into an… read more
Bill
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Need to know IRS documentation needed for 401 rollover
I switched jobs in 2007 and rolled over my 401k from one employer to the next - what documenation do I need to provide on IRS 1040 besides 1099R ?… read more
Bill
Bill
Master's Degree
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i rolled 38K from my rollover IRA into a 401K. The check ...
i rolled 38K from my rollover IRA into a 401K. The check was made out to the 401K and sent to me. Tax was not withheld. I sent the money in well on time to the 401K. The 1099R from the IRA says the 38… read more
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