Thanks for all the help. What I am taking away from all this is that the rollover from the 401(k) to the traditional IRA needs to be reported - advice consisten...
Julie - Again, thanks for your reply. If I understand correctly, you are drawing a distinction between info on a Form 1099-R, which needs to be reported, and Fo...
Julie, thanks for the reply. While I have not gotten a Form 1099, my concerns is that when I go to the IRS website, the IRS Interactive Tax Assistant says I do ...
The directions in the link do not work for me. The link points me to a left menu where I am supposed to find tax tools. But there is no left menu and so no tax ...
