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Huaren
等级上尉
威望3
贴子2969
魅力4577
注册时间2005-04-09

pear_lee

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问报税问题

1225

8

2007-03-24 20:06:00

1099-R: Distributions from Pensions, Annuities, Retirement Plans, IRAs, or Insurance Contracts

Official Internal Revenue Service tax form for reporting redemptions and surrenders from qualified (for special tax consideration) retirement accounts in the United States. It is required to be sent to the investor by the respective financial institution by January 31st of the year following the year of redemption or surrender.

mm有这些东东吗,没有的话就没有表格了,有的话就打电话问公司是不是寄丢了吧


[此贴子已经被作者于2007-3-24 20:16:06编辑过]

Huaren
等级上尉
威望3
贴子2969
魅力4577
注册时间2005-04-09

pear_lee

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2007-03-24 20:58:00

以下是引用luckyqi在2007-3-24 20:44:00的发言:

我有存401k, roth和tranditional的,这是不是就算有呢?thanks

这些都是tax deferred, tax-deductible的plan,只有mm从里面取了钱或者有了rollover才会牵涉到收税的问题

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