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The Money Mustache Community
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Investor Alley
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1099-R
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Topic: 1099-R (Read 1326 times)
ltt
Pencil Stache
Posts: 761
1099-R
«
on:
January 26, 2017, 07:17:58 AM »
Question....we received a 1099R from my husband's 401k plan (distributions from pensions, annuities, 401k, etc.)
How is this handled on Form 1040 when the money was rolled over?
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secondcor521
Walrus Stache
Posts: 5990
Age: 55
Location: Boise, Idaho
Big cattle, no hat.
Re: 1099-R
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Reply #1 on:
January 26, 2017, 04:02:56 PM »
http://finance.zacks.com/report-ira-rollover-tax-return-1929.html
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MustacheAndaHalf
Walrus Stache
Posts: 7600
Location: U.S. expat
Re: 1099-R
«
Reply #2 on:
January 26, 2017, 07:36:14 PM »
Also, take a look over on the MMM forum for "Taxes".
http://forum.mrmoneymustache.com/taxes/
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1099-R