<< The reason I reported on '98 was because I was instructed by my employer to do so, even without the 1099R. >>Correct, because it was a return of an overcontribution for 1998. (In my earlier response, the only thing I meant should not have been included on the 1998 return was the withholding.<< And I was also told that the 1099R would come in January of 2000. >>Correct, because the money actually came to you in 1999.<< That's why I was so confused. And when the 1099R did come in January 2000, it has in box 7-distribution code "P" which says that the money was taxable in 1998. So doesn't that me that I was supposed to report in '98? >>It does. It also corroborates to IRS that your reporting of zero on line 16b is appropriate on your 1999 return.<< This tax stuff is really ridiculous. >>Well, you're preaching to the converted, but if it helps, I'll give that an AMEN!Phil Marti
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