Need IRS tax form for roll over transfer of IRA annuity, less withdrawal charges and Fees.?
The above requested form to be included with 1040 form.
Public Comments
- You may be refering to Form 5329. ANy amount NOT rolled over is subject to 10% penalty if you are under 59.5 This INCLUDES withdrawal charges and fees. In general, annuities are not good vehicles for IRA's since IRA's are tax deferred already. It's like a baggie inside a baggie.
