I think it would be before year's end or else it would show on a 1099-INT Box 2 as an early withdrawal. We're talking about an IRA transaction, not an early cash out of a time deposit. It's a 1099-R, which will be issued regardless of the timing of the rollover. You report it as a tax-free transaction on line 15 of your 1040 for the year of the distribution, regardless of when the rollover is completed.See the 1040 instructions.PhilRule Your Retirement Home Fool
Best Of |
Favorites & Replies |
Start a New Board |
My Fool |
BATS data provided in real-time. NYSE, NASDAQ and NYSEMKT data delayed 15 minutes.
Real-Time prices provided by BATS. Market data provided by Interactive Data.
Company fundamental data provided by Morningstar. Earnings Estimates, Analyst Ra