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】![](/moin_static193/solenoid/img/up.png) : 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】![](/moin_static193/solenoid/img/up.png) : 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】![](/moin_static193/solenoid/img/up.png) : 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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