JOR
Jan 21 2008, 12:06 PM
I need to do a 1099 for 2006 Return of Excess for ROTH contributions. What code or codes would you suggest I use?
Thank you
pmacduff
Jan 21 2008, 02:10 PM
I couldn't seem to attach the instructions...
if you go onto the irs.gov website to forms and publications, I think the information you seek is in the 1099-R instructions (assuming Roth deferral into a QP???).
anyway...they have added various codes for distributions from Roth accounts.
Hope this helps.
david rigby
Jan 21 2008, 05:16 PM
Since the original post mentioned a 1099-R for 2006:
http://www.irs.gov/pub/irs-pdf/i1099r_06.pdf