fredazcpa Posted August 19, 2009 Report Share Posted August 19, 2009 TP has a 1099 R with a Code P in box seven. with ATX the software does not tax the dollars ($8k), is this correct, in the past I have taxed the excess contributions return in the year rec'd or do we amended the year the excess is from, and is this is the case, what or how do we get the documents to match up Thanks Fred Quote Link to comment Share on other sites More sharing options...
TAXBILLY Posted August 19, 2009 Report Share Posted August 19, 2009 Depends. Is the 1099-R 2007 or 2008? http://www.relius.net/News/TechnicalUpdates.aspx?ID=434 taxbilly Quote Link to comment Share on other sites More sharing options...
fredazcpa Posted August 19, 2009 Author Report Share Posted August 19, 2009 Depends. Is the 1099-R 2007 or 2008? http://www.relius.net/News/TechnicalUpdates.aspx?ID=434 taxbilly It is 2008 1099R correcting a 2007 year Quote Link to comment Share on other sites More sharing options...
TAXBILLY Posted August 19, 2009 Report Share Posted August 19, 2009 2007 should be amended. taxbilly Quote Link to comment Share on other sites More sharing options...
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