Johnny28
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Thank to everyone for the help.
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Thanks for reply. I checked the box and this message is displayed upon review. Since not taxable, this should be ignored?Thanks again
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From the IRS.gov link Tom provided, here is my case:Copied from (https://www.irs.gov/retirement-plans/plan-participant-employee/rollovers-of-retirement-plan-and...
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I will go back to administrator to resolve, thank you
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Thanks for reply.Box 2A does have a taxable amount.Since this was a indirect rollover and I personally took the check (full amount) to another institution, then...
Activity Feed for Johnny28
- Posted Re: Pennsylvania IRA indirect rollover question on State tax filing. February 17, 2022 1:45 PM
- Posted Re: Pennsylvania IRA indirect rollover question on State tax filing. February 17, 2022 4:45 AM
- Posted Re: Pennsylvania IRA indirect rollover question on State tax filing. February 16, 2022 2:35 PM
- Posted Re: Pennsylvania IRA indirect rollover question on State tax filing. February 15, 2022 6:57 AM
- Posted Re: Pennsylvania IRA indirect rollover question on State tax filing. February 15, 2022 6:35 AM
- Posted Pennsylvania IRA indirect rollover question on State tax filing. February 14, 2022 4:44 PM