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Can we Special Average money on 1099R for funds saved by spouse monthly while employed? Employer didn't contribute on the account.

 
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1 Reply
JohnB5677
Employee Tax Expert

Can we Special Average money on 1099R for funds saved by spouse monthly while employed? Employer didn't contribute on the account.

Please clarify your question.

 

  • Did your wife get a 1099-R?
  • What do you mean by Special Average?
  • Is your wife still contributing to a retirement plan?
  • How does that tie int the 1099-R?

Please contact us again to provide some additional details. or with any additional questions.

 

 

 

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