Message Font: Serif | Sans-Serif
 
UnThreaded | Threaded | Whole Thread (14) | Ignore Thread Prev | Next
Author: CarHasAnts Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 121061  
Subject: Re: Multiple rollover problems and 1099-R Date: 3/26/2008 1:20 AM
Post New | Post Reply | Reply Later | Create Poll . Report this Post | Recommend it!
Recommendations: 0
Hi Phil and Debra,

Thanks for the advice, I'm trying to follow it.
Carl made an appointment to see the bank representatives tomorrow to get the paperwork. If there is something in particular that I should get him to ask for, please let me know.

I am assuming that you mean transactions, withdrawals, deposits, signatures, all with dates.

> Only distributions for which the account holder takes possession are restricted to once a year. Depending on how the check that Carl received was written, it is possible that both rollovers were trustee-to-trustee.

Is there an IRS publication / example that details this so that I have a reference? I read pub 590, didn't seem to find it, maybe my eyes glossed over.

Again, thanks all.
Post New | Post Reply | Reply Later | Create Poll . Report this Post | Recommend it!
Print the post  
UnThreaded | Threaded | Whole Thread (14) | Ignore Thread Prev | Next

Announcements

Disclaimer:
In accordance with IRS Circular 230, you cannot use the contents of any post on The Motley Fool's message boards to avoid tax-related penalties under the Internal Revenue Code or applicable state or local tax law provisions.
What was Your Dumbest Investment?
Share it with us -- and learn from others' stories of flubs.
When Life Gives You Lemons
We all have had hardships and made poor decisions. The important thing is how we respond and grow. Read the story of a Fool who started from nothing, and looks to gain everything.
Community Home
Speak Your Mind, Start Your Blog, Rate Your Stocks

Community Team Fools - who are those TMF's?
Contact Us
Contact Customer Service and other Fool departments here.
Work for Fools?
Winner of the Washingtonian great places to work, and "#1 Media Company to Work For" (BusinessInsider 2011)! Have access to all of TMF's online and email products for FREE, and be paid for your contributions to TMF! Click the link and start your Fool career.
Advertisement