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I did a 401k rollover to my traditional IRA account in 2017.
I did a 401k rollover to my traditional IRA account in 2017. But I did not report to IRS in 1040 of 2017. How do I file 1040X to correct it now? … read more
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I rolled over a 401k from a previous employer into an Ira at a bank. I received a 1099 from former 401k. No distributions taken from new IRA, just a straight rollover from old 401k into new IRA. Do I … read more
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In 2017, I rolled over an employee based 401K and Savings account to an IRA and a Roth IRA. Some info about the original investments: the 401K was all pre-tax investments, including company matching %… read more
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I requested a withdrawal of my 401K funds in order to roll
I requested a withdrawal of my 401K funds in order to roll them over into my IRA accounts. However, I said to make the check payable to me because I thought I had 30 days to roll it over before taxes … read more
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I am attempting to rollover the funds in a 401k account with
I am attempting to rollover the funds in a 401k account with a former employer to an IRA. After much haggling to custodian of the 401K plan issued a check dated 8/17/2016 to me, but deducted federal a… read more
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The company I work Oct 2014 had a different name before that
The company I work for since Oct 2014 had a different name before that and my shop went union in Oct 2014. The prior company and present company had the 401k through a parent company so it continued t… read more
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In mid 2015 my wife changed jobs. Her retirement balance was
In mid 2015 my wife changed jobs. Her retirement balance was transferred from her previous employers retirement company to her new employers retirement company. We received a 1099 (i think that's what… read more
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I have a client who did Rollover start up 1) The business
I have a client who did Rollover for business start up 1) The business owner establishes a C Corporation. 2) A qualified retirement plan (for the company covering all employees) is established by the … read more
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I have a deferred variable annuity in a qualified fund and
I have a deferred variable annuity in a qualified fund and have taken no withdrawals from it. I want to liquidate the assets now and transfer the money out of the annuity and to a regular IRA account.… read more
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In CY2013 I took an early withdrawal from my Etrade
Hello! In CY2013 I took an early withdrawal from my Etrade IRA ($9,600) - During that same year I moved all of that money to a Fidelity 401K Retirement Account where I had a loan - Do I owe taxes and … read more
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Ed when I rolled over my 401K from my previous employer
Hi Ed when I rolled over my 401K from my previous employer to my current employer I was advised that it had $17,483 of Post 1986 after tax contribbtions needed to be rolled into a Roll IRA. I did this… read more
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, I divorced in 2013. The divorce decree said that my traditional
Hi, I divorced in 2013. The divorce decree said that my traditional company pension is to be divided equally (50/50%) by QDRO. The QDRO has not been finalized as of yet (over 1 1/2 years!). In the mea… read more
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A friend works for a large national company. He received a
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I had a company retirement plan 401k left at a previous employer.
I had a company retirement plan 401k left at a previous employer. I got notice that I needed to take the money out or they would roll it over into and IRA. The 7095.65 that I had in the company 401k w… read more
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I inherited two IRAs from my mother and received two forms
I inherited two IRA's from my mother and received two forms 5498, but no 1099R's - do I need to account for these in my taxes? I'm using TurboTax... Thanks!… read more
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If I receive no W2 income for tax year 2010 and only 1099 income.
If I receive no W2 income for tax year 2010 and only 1099 income. Can I roll over the balance of my 401(k) to a Roth IRA no matter how high my income is?… read more
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we rolled a 401 into a mutual fund when everything went bad
we rolled a 401 into a mutual fund when everything went bad we sold ours we lost almost 15000,00 now we've been told that we can,t claim a loss only 3000.00 a year. what happens if we die or something… read more
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Can after tax money in 401k be deducted from cost basis
Recently used NUA option to take lumped sum distribution of all company stock from 401k. Can I deduct the after tax money in 401k from the cost basis in reporting 2007 normal income and calculating 20… read more
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