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Author: cyndstep Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 121146  
Subject: Rollover IRA labeled erroneously by PaineWebber Date: 2/6/2000 3:05 PM
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We took 30,000 from our PaineWebber IRA and rolled it into the JACOB FUND as an IRA. We filed our income tax report and did not indicate we were taking a distribution since we did not. Now PW has sent us info that they called it a distribution. What forms do we file to let the govt know that this was a simple rollover? They even called a move within their firm from one annuity to another a distribution!!!
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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: 27495 of 121146
Subject: Re: Rollover IRA labeled erroneously by PaineWeb Date: 2/6/2000 5:02 PM
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<< We took 30,000 from our PaineWebber IRA and rolled it into the JACOB FUND as an IRA. We filed our income tax report and did not indicate we were taking a distribution since we did not. Now PW has sent us info that they called it a distribution. What forms do we file to let the govt know that this was a simple rollover? They even called a move within their firm from one annuity to another a distribution! >>

Please advise how the transfer to the Jacob Fund was handled: a direct trustee-trustee transfer or a check to you which was then deposited with the new custodian.

Phil Marti
Tax Preparer



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