jebmke wrote:If the foreign tax is < $300 (if filing single) or $600 (if filing married) you can enter the tax amount directly on the 1040 on line 47.
umfundi wrote:Do you have a new 401k?
Other things being roughly equal, I would consolidate to fewer accounts.
Alan S. wrote:The loss should erase your former gain. The 1099R should consolidate all your distributions for the calendar year as if you did only one total distribution.