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Investment版 - IRA overall in 2010
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相关话题的讨论汇总
话题: ira话题: 401k话题: overall话题: fidelity话题: rollover
进入Investment版参与讨论
1 (共1页)
t*m
发帖数: 4414
1
I have an old "rollover IRA" (came from my 401K of previous job) at fidelity.
in 2010, I rollover it into my current 401K (at current job).
fidelity mailed me a 1099R, indicating it's a overall into a qualified
retirement account.
Do I have to report this transaction in my tax return?
Many thanks!
S**C
发帖数: 2964
2
Yes, in 16a put the amount and in 16b put 0.

fidelity.

【在 t*m 的大作中提到】
: I have an old "rollover IRA" (came from my 401K of previous job) at fidelity.
: in 2010, I rollover it into my current 401K (at current job).
: fidelity mailed me a 1099R, indicating it's a overall into a qualified
: retirement account.
: Do I have to report this transaction in my tax return?
: Many thanks!

t*m
发帖数: 4414
3
do you mean 1040 line 16a and line 16b?
thanks

【在 S**C 的大作中提到】
: Yes, in 16a put the amount and in 16b put 0.
:
: fidelity.

1 (共1页)
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话题: ira话题: 401k话题: overall话题: fidelity话题: rollover