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Follow-up to Rollover Determination

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Last Updated On
ByJeff

L1: Follow-up to Rollover DeterminationThanks TheBadger for the quick response to my questions. This is good news. I just have some follow-up questions. (1) Since it is a trustee-to-trustee transfer, then would I receive a 1099-R and if yes, how would it be coded? (2) When does the date 12-31-xx used in connection with SEPP apply or is this an old rule that has been since modified for determining the account balance? 2002-10-09 17:59, By: jeff, IP: [127.0.0.1]
L2: Follow-up to Rollover DeterminationYour distribution should be coded with a reason code of “G” or “H”; but, in either event, you will report it on lines 16a for the total distribution and 16b of zero on your 1040 to create zero tax effect.

12/31/xx is a month-end just like any other month-end.

TheBadger
wjstecker@wispertel.net
2002-10-09 18:27, By: TheBadger, IP: [127.0.0.1]

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