Taking a Distribution?

[snowpuppy]

I changed jobs last year and did a direct rollover from my pension plan to an individual IRA. I rolled over 100% and kept my investments the same with the same investment firm that handled my original plan. I would up taking a small distribution from it late in the year.

 

I got my 1099 showing my 100% rollover, but nothing about my distribution.

 

Will I get an additional 1099 showing my distribution?

 

It's still within the 60 day window and I'm thinking of re-depositing my funds so I don't take a tax hit.

 

Any ideas?

 

TIA!!

[smart1n]

I changed jobs last year and did a direct rollover from my pension plan to an individual IRA. I rolled over 100% and kept my investments the same with the same investment firm that handled my original plan. I would up taking a small distribution from it late in the year.

 

I got my 1099 showing my 100% rollover, but nothing about my distribution.

 

Will I get an additional 1099 showing my distribution?

 

It's still within the 60 day window and I'm thinking of re-depositing my funds so I don't take a tax hit.

 

Any ideas?

 

TIA!!

 

Brokerages have until 2/15 to get you your 1099s as a result of the Emergency Economic Stabilization Act of 2008. I would check back with your brokerage after that date if you have not received your 1099 for the distribution.

[snowpuppy]

I was more hoping they forgot about my distribution

[smart1n]

I was more hoping they forgot about my distribution

 

Tell me about it!