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Author: reallyalldone Big funky green star, 20000 posts Old School Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 121585  
Subject: 1099-R Mistake Date: 2/23/2003 3:10 PM
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I'm almost done with our taxes and now realize that Vanguard has mis-reported an IRA move. The money went directly from Vanguard to Colorado PERA to reinstate years for me(This was putting the money back after I returned to state employment). The 1099-R I have has 01 in Box 7. If I read the back of the form correctly, it should have had an H in the box.

Am I right ? What should I do ? I sent an email to Vanguard and I'll call them this week. This is $35K that the government's going to expect 31% of if this doesn't get cleared up. I also printed the page from my PERA account that shows the money going back in.

thanks
rad
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