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Author: TMFPMarti 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 121567  
Subject: Re: Rollover IRA Date: 11/12/2013 5:17 PM
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A few more things which will save us some time.

1. When did you stop contributing to the TSP? If you're FERS, when did Uncle Sam stop contributing? (Year is close enough)

2. You mentioned two $3,000 checks. Were these both for your IRA (as opposed to your spouse's)?

3. Where are you in the process with the IRS? Have you signed an agreement? Sent the money?

4. What did Vanguard show for 2012 activity on Form 5498?

5. How did you reflect the $6,000 on your 2012 1040?

6. What year(s) did you do the rollover from TSP to Vanguard. How was this reported on your 1040(s)?

7. I just want to make sure by asking the same question as before a different way. Is there are least $6,000 on line 7 of your 2012 1040?

Phil
Rule Your Retirement Home Fool
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