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Politics : Ask Michael Burke

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To: Peter Singleton who wrote (45104)	1/31/1999 3:26:00 AM
From: Don Lloyd	Read Replies (1) of 132070

Peter -(Any of you Schwab account holders have a problem with your 1099(s)? I got my 1099s for my IRA accounts ... and they were completely wrong. ) My Schwab 1099-B (taxable) was clean. My Fidelity 1099-R's for Roth IRA conversions and re-characterizations seem to be OK in the end, but you need a lot of hints and imagination to understand them. -g- You almost certainly will get a 1099-R that overstates your taxable amount by a wide margin on its face, but you are routinely expected to correct for this on your tax return. Regards, Don

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