|
Posted by AES on April 12, 2008, 11:39 am
Please log in for more thread options
I've received three Form 1099-Rs for mandatory minimum withdrawals (age
70+) from my TIAA-CREF IRAs.
Two are small, and check out OK against quarterly statements.
But the gross amount (Box 1) for the third and much the largest
withdrawal differs by $99 from the withdrawal amount shown in the
relevant 2007 quarterly statement from TIAA-CREF -- and has an entry for
$317 in Box 5, "Employee contributions/ Designated Roth contributions or
insurance premiums".
I can't find anything in my quarterly statements explaining either of
these amounts, so things don't seem to quite add up here. What's Box 5
all about?
--
<< ------------------------------------------------------- >>
<< The foregoing was not intended or written to be used, >>
<< nor can it used, for the purpose of avoiding penalties >>
<< that may be imposed upon the taxpayer. >>
<< >>
<< The Charter and the Guidelines for submitting posts >>
<< to this newsgroup as well as our anti-spamming policy >>
<< are at www.asktax.org. >>
<< Copyright (2007) - All rights reserved. >>
<< ------------------------------------------------------- >>
| 
Yahoo! 
Google 
Windows Live 
del.icio.us 
digg 
Netscape 
XML Sitemap