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1099-R tax question
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OhioGuy
Feb 7, 2008, 3:54:10 PM2/7/08
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I've been trying to finish my 1040 tax form, but have run into some
difficulties. My big problem is the 1099-R form, which shows the rollover
we did from a 457 plan to an intermediary account at Vanguard, and finally
into a Vanguard Roth IRA. We got two 1099-R forms. One says 0 was
withheld, and the other says that 10% was withheld for the IRS. I'm not
exactly sure how to enter this on my 1040. I obviously don't want to be
double taxed, if they've already taken 10%!
difficulties. My big problem is the 1099-R form, which shows the rollover
we did from a 457 plan to an intermediary account at Vanguard, and finally
into a Vanguard Roth IRA. We got two 1099-R forms. One says 0 was
withheld, and the other says that 10% was withheld for the IRS. I'm not
exactly sure how to enter this on my 1040. I obviously don't want to be
double taxed, if they've already taken 10%!
On the first 1099-R box 7, it says "G", and on the other it says "02".
Any idea what these might mean? Thanks!
clams_casino
Feb 7, 2008, 4:01:44 PM2/7/08
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OhioGuy wrote:
Have you called Vanguard? Certainly they have a help line for their
tax forms. I know Fidelity does.
Dennis
Feb 7, 2008, 4:42:15 PM2/7/08
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When you put them together, it makes G0 2.
Dennis (evil)
--
"There is a fine line between participation and mockery" - Wally
Shawn Hirn
Feb 8, 2008, 12:02:14 AM2/8/08
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There's a newsgroup called misc.taxes that's geared toward questions of
this nature. I suggest you try posting your question there.
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