The Motley Fool Discussion Boards
Financial Planning / Tax Strategies
|Subject: Re: 401K Rollover||Date: 2/3/2000 1:33 PM|
|Author: joshnjodi||Number: 26966 of 121338|
I have a question about a 401k rollover. Last year, I did this using TurboTax and now this year I am trying to do it on my own...
In 1998 tax year, I had a 401k distribution (1099-R) and spread the payments over 4 years. The distribution then went into a ROTH account.
Here is my question:
Since this is year 2 of 4 payments (tax year 1999), what form must I use to report the 2nd payment? 1040? 1040EZ? And on what line do I report this info?
Thanks for your help in advance,
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