t*m
发帖数: 4414 | 1 2009年离开了原来的公司， 那里的 401K rollover 到 schwab 的 IRA 里。
2010年又把这部分钱 rollover到目前雇主的 403b. 昨天收到schwab的 1099-R
box 7 (distribution codes) is G， indicating "direct rollover of a
distribution to a qualified plan, a section 403b, a governmental section
457b, or an IRA"
请问今年报税的时候，如何申报这张 1099-R ?
谢谢 | d*****r
发帖数: 273 | 2 If you are using a tax software, just put the form as is in to the software
and it should be taken care of. You should not be taxed for the rollover.
【在 t*m 的大作中提到】
: 2009年离开了原来的公司， 那里的 401K rollover 到 schwab 的 IRA 里。
: 2010年又把这部分钱 rollover到目前雇主的 403b. 昨天收到schwab的 1099-R
: box 7 (distribution codes) is G， indicating "direct rollover of a
: distribution to a qualified plan, a section 403b, a governmental section
: 457b, or an IRA"
: 请问今年报税的时候，如何申报这张 1099-R ?
: 谢谢
| t*m
发帖数: 4414 | 3 my 403b is hosted by fidelity. should I ask fideity for a letter showing
they received the rollover money, and it goes into my 403b?
many thanks
software
【在 d*****r 的大作中提到】
: If you are using a tax software, just put the form as is in to the software
: and it should be taken care of. You should not be taxed for the rollover.
| d*****r
发帖数: 273 | 4 No. 1099-R should be enough.You should receive Form 5498 from Fidelity for
your own record.
【在 t*m 的大作中提到】
: my 403b is hosted by fidelity. should I ask fideity for a letter showing
: they received the rollover money, and it goes into my 403b?
: many thanks
:
: software
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