To the best of my knowledge, the representative that I worked with at Prudential to initiate this rollover categorized this so that the amount being rolled over...
Thank you for your response,For this rollover I received two 1099-R forms. It appears that one is for the amount that I was taxed and the other is the amount th...
I'm sure I understand the 60 day qualifier. It that 60 days from the termination of that job? Or wishin 60 days of this tax season?I have entered this informati...
Looks like a 10% fee. It states that this penalty is because I didn't use the money for a special situation that qualifies such as Medical Expenses, disability,...
