I rolled over money from 401-k to an IRA; Then, I took a portion from the IRA. How should I show both transactions on my tax return since I have two separate 1099-R's?
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I rolled over money from 401-k to an IRA; Then, I took a portion from the IRA. How should I show both transactions on my tax return since I have two separate 1099-R's?
When I list the 1099's on the 1040, both amounts are totaled, although a portion remains in the IRA.
I rolled over money from 401-k to an IRA; Then, I took a portion from the IRA. How should I show both transactions on my tax return since I have two separate 1099-R's?
just post each 1099R separately; the will summarize on the Form 1040.
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