TaxMamas TaxQuips: Tax Quips

TaxMamas TaxQuips: Tax Quips


2010 401k Rollover

February 22, 2012

Today TaxMama® hears from Tom in the TaxQuips Forum with this issue. “I rolled over a 401k directly to a Roth IRA in 2010. I received a 1099 for this, but did not fill out an 8606 when I submitted my 2010 return. The plan was to report half of the ta