received 1099-R even I did direct rollover to a traditional IRA# Money - 海外理财
P*a
1 楼
Hi, Dear all
I have question regarding TX return:
I rollover one of my 403b to a traditional IRA in 2011 , i made sure it was
a direct rollover (i did not take any money out). Do you still supposed to
receive a 1099-R form?
1. Do i need to fill this 1099-R i received when prepare my 1040?
2. a related question is. this rollover was about $1000. I made another $
5000 contribution to a Roth IRA in 2011. When i started to prepare my tax
return. the Software start to tell ime that I can only contribute $4000
maximum now to my Roth IRA since my rollover of $1000 from 403b to
traditional IRA? is this correct? I guess i need to withdraw some money out
from my Roth IRA? How to execute this?
I have question regarding TX return:
I rollover one of my 403b to a traditional IRA in 2011 , i made sure it was
a direct rollover (i did not take any money out). Do you still supposed to
receive a 1099-R form?
1. Do i need to fill this 1099-R i received when prepare my 1040?
2. a related question is. this rollover was about $1000. I made another $
5000 contribution to a Roth IRA in 2011. When i started to prepare my tax
return. the Software start to tell ime that I can only contribute $4000
maximum now to my Roth IRA since my rollover of $1000 from 403b to
traditional IRA? is this correct? I guess i need to withdraw some money out
from my Roth IRA? How to execute this?