fredazcpa Posted August 19, 2009 Report 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
TAXBILLY Posted August 19, 2009 Report Posted August 19, 2009 Depends. Is the 1099-R 2007 or 2008? http://www.relius.net/News/TechnicalUpdates.aspx?ID=434 taxbilly Quote
fredazcpa Posted August 19, 2009 Author Report 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
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