How to Fix Errors on a 1099R Form

February 25, 2017

Jim and Chris answer listeners’ emails and  finally got an email question from West Virginia! The WV listener wanted to know if Jim and Chris think it’s possible that the government will end the tax free benefits of the Roth IRA. Another listener wanted to know Jim’s and Chris’s thoughts on using a Qualified Charitable Distribution to remove basis from an IRA. A third listener wanted to know why, if the same fund is held in an IRA and a 401(k), the share prices would be different. Justin Fundalinski joins Chris for the last segment of the show to discuss errors on 1099R forms and how to correct them.

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Jim Saulnier and Associates | 970-530-0556 | 506 East Mulberry Street, Fort Collins, Colorado 80524

Jim Saulnier, Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC to residents of: CO, IA, IN, MA, NY, TN, TX, WI and WY. No offers may be made to or accepted from any resident outside the specific states mentioned. Jim Saulnier, Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Financial Planning services offered through Jim Saulnier and Associates, LLC., a Registered Investment Advisor. Cambridge and Jim Saulnier & Associates, LLC are not affiliated.