Archive for July, 2006
Ira Rollover Irs Form
Question: Amending tax return to report direct rollover from annuity to IRA?
I forgot to report a direct rollover (no tax liability, $0) on 16a of IRS Form 1040. Does anyone know how to amend the tax return to reflect this information? I don’t see a line for it on 1040x. Any advice is appreciated. Thanks.
Thanks so much for this response. Will do!
Answer: Don’t fill in the numbered lines. Just describe what you did in the explanation section and mail it in.
Is There Asset Protection with Your Retirement Account?