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Author: pmarti 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 121114  
Subject: Re: ira roll overs Date: 4/1/2002 9:18 PM
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In 2001 I removed my IRA money from one mutual fund and put it into a fidelity account within the required 60 days for rollover accounts. IN January I received a 1099 from the company my orginal IRA was in.

Would someone please tell me how I am to report this rollover on my present 1040 tax forms so I don't have to pay any taxes on it?


Report it on line 15 (not 16, as previously stated) of Form 1040. See the instructions for the notation.

Phil Marti
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