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Form 1099-R shows my IRA distribution amount but does not
Form 1099-R shows my IRA distribution amount but does not indicate that it was rolled-over within 2 weeks to amount bank. How can this be corrected? … read more
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Question about death benefits from an Annuity IRA being
Question about death benefits from an Annuity IRA being taxable to the surviving spouse. The surviving spouse received a 1099-R for the total balance that was in the annuity. The surviving spouse tran… read more
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I have a 1099-R that shows a gross distribution amount of
I have a 1099-R that shows a gross distribution amount of $41000. $17000 was a distribution, but $24000 was a reverse rollover to a 401k. My 1099-R has a distribution code of 1. Is this distribution c… read more
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IRS tax question: If someone's parent died and they got a
IRS tax question:If someone's parent died and they got a 1099-R with an amount in box 1 and box 2a (same amount, say $25,000) and then the tax amount not determined box is checked, I understand that w… read more
taxmanrog
taxmanrog
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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
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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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If I roll a 401 know retirement to a ira and didn't pay
If I roll a 401 know retirement to a ira and didn't pay taxes then withdrew from ira and paid taxes and penalties for early withdrawal am I penalizied … read more
Robin D.
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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
Lane
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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
Master's Degree
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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
Retired
Bachelor's Degree Equivalent
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My husband passed away in 2014 and his retirement account
My husband passed away in 2014 and his retirement account was rolled into mine. I received a 1099-R and it shows the distribution in box 1 and the same amount in box 2. Box 7 is code 4. Should box 2 b… read more
Lev
Lev
Retired
Bachelor's Degree Equivalent
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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
Lev
Lev
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Bachelor's Degree Equivalent
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I rolled over a Traditional IRA from CapitalOne into a Traditional
I rolled over a Traditional IRA from CapitalOne into a Traditional IRA from Schwab. I had received two 1099-Rs from CapitalOne: one with Box 7 listed as a '1', one with Box 7 listed as a '2.' I handed… read more
Lane
Lane
JD, MBA, CFP, CRPS
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I cashed in several tax deferred accounts and bought an IRA
I cashed in several tax deferred accounts and bought an IRA annuity with the consolidated cash receipts. What I did was roll over IRA accounts into an IRA Annuity. How do I show this so that the accou… read more
Lev
Lev
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Bachelor's Degree Equivalent
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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
BK-CPA
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I rolled over the interest, $10K from an annuity to an ira.
I rolled over the interest, $10K from an annuity to an ira. The principal ( pre-taxed money that I invested $100K) does not need to be reported since it is not taxable....just the interest, yet when I… read more
Lev
Lev
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Bachelor's Degree Equivalent
31,870 satisfied customers
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
jgordosea
Enrolled Agent
Bachelor's Degree
2,885 satisfied customers
i received a cashier check from my ira at another financial
i received a cashier check from my ira at another financial instituion as i wanted to take it to another bank for a rollover and they coded it early distribution but my financial institution who recei… read more
Lev
Lev
Retired
Bachelor's Degree Equivalent
31,870 satisfied customers
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