k***t
发帖数: 276 | 1 The 401k from the previous employer was (early) distributed on 12/29/08, and
an 1099-R was issued for 2008.
Within 60 days, the fund was rolled over to IRA in early 2009 and the form
55xx will be issued for 2009 tax year.
Can anyone help? How to handle this cross tax year event?
It would be a pain that one pays tax for the distribution, as well as the
penalty, for tax year 2008 even if he can get it refunded in tax year 2009.
Thanks! |
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