lousau
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Thank you. I will go back to the 1099R and check that out.
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This will be difficult to do, since the total 401K monies went into a brokerage account that was used to purchase different types of investments. There was no s...
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LOL......you are most definitely correct.
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Thank you for your response. Does it matter that I am advising the IRS about this now? I have had no occasion for a Form 8606 is be issued.
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I had a rollover from another company's savings plan that was taxed contributions. This occurred before a Roth IRA even existed.
Activity Feed for lousau
- Posted Thank you. I will go back to the 1099R and check that out. on Retirement tax questions. June 6, 2019 7:50 AM
- Posted This will be difficult to do, since the total 401K monies... on Retirement tax questions. June 6, 2019 7:50 AM
- Posted LOL......you are most definitely correct. on Retirement tax questions. June 6, 2019 7:49 AM
- Posted Thank you for your response. Does it matter that I am adv... on Retirement tax questions. June 6, 2019 7:49 AM
- Posted I had a rollover from another company's savings plan that... on Retirement tax questions. June 6, 2019 7:49 AM
- Posted Thank you for your help. on Retirement tax questions. June 6, 2019 7:49 AM
- Posted How do you account for taxed contributions from a Company 401k rollovered to an IRA for RMD calculations.? on Retirement tax questions. June 6, 2019 7:49 AM