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Huaren
等级下士
威望--
贴子687
魅力741
注册时间2007-02-10

bartlett

只看楼主

questions about tax for 401K roll over

933

1

2007-02-10 04:07:00

I rolledover my 401K to another 401K plan. I got a 1099-R.  Do I need to pay tax for this?
Huaren
等级贵宾大校
威望125
贴子23515
魅力28961
注册时间2005-08-20

heavysnow

只看他

2007-02-10 11:25:00

Just because it was a 'reportable' event, does not necessarily mean it is a 'taxable' event.  

You should receive a 5498 from the receiving company showing the rollover.

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