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Author: pmarti Big funky green star, 20000 posts Home Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 121572  
Subject: Re: (401)K Distribution Date: 4/11/2001 11:13 PM
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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
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