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Showing content with the highest reputation on 04/20/2015 in all forums

  1. Contact social security. They have your employment records way back to when you started working.
    1 point
  2. The benefits community is fortunate to have BenefitsLink as a resource. Thanks, Dave!
    1 point
  3. Fidelity actually did the right thing - after the fact, they realized that some of the distribution that was rolled over was not eligible for rollover, so they told you about it, and issued two 1099-Rs, one for the non-taxable rollover and one for the portion that was not eligible for rollover, and therefore taxable. When you took the money out from the Schwab IRA, it was a distribution of an ineligible contribution, i.e. an excess contribution. If you told them that, it should have been coded differently; I can't remember the code off the top of my head. At this point, just report one, keep your records, and be prepared to explain it all.
    1 point
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