1. How to convince IRS that the stock distribution is a rollover not an early withdraw? Besides the deposit receipt of the stocks and account statement, what are other proofs needed? All you have to do is report the rollover on line 16 of the 1040 as the instructions tell you to. This is not a big deal.2. How to handle the remove of the excess IRA contribution without triggering another unexpected IRA distribution causing me trouble in 2001?Contact your IRA custodian to arrange for the distribution. You'll find additional information in Publication 590.Phil Marti
Best Of |
Favorites & Replies |
Start a New Board |
My Fool |
BATS data provided in real-time. NYSE, NASDAQ and NYSEMKT data delayed 15 minutes.
Real-Time prices provided by BATS. Market data provided by Interactive Data.
Company fundamental data provided by Morningstar. Earnings Estimates, Analyst Ra