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Financial Planning / Tax Strategies


Subject:  Re: Multiple rollover problems and 1099-R Date:  3/26/2008  9:13 AM
Author:  DeltaOne81 Number:  99764 of 127616

I think the key question you need him to ask is *why* BoringBank issued a 1099-R at all. If all Carl ever saw were the checks from DaisyInsurance, when did Boring Bank pay a distribution?

I am correct in understanding that Carl only ever had his hands on one set of checks totally $30K?

(and sorry about the confusion about the $60K thing, I clearly misread something)
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