Guest JOR Posted January 21, 2008 Posted January 21, 2008 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 Posted January 21, 2008 Posted January 21, 2008 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.
jevd Posted January 21, 2008 Posted January 21, 2008 2007 1099r instx here. JEVD Making the complex understandable.
david rigby Posted January 21, 2008 Posted January 21, 2008 Since the original post mentioned a 1099-R for 2006: http://www.irs.gov/pub/irs-pdf/i1099r_06.pdf I'm a retirement actuary. Nothing about my comments is intended or should be construed as investment, tax, legal or accounting advice. Occasionally, but not all the time, it might be reasonable to interpret my comments as actuarial or consulting advice.
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