My wife rolled over her stock in 2008 from a 403B to a five year AIG guaranteed annuity. At that point may I account for any losses in her stock price at the time of transfer?
If you rolled over your company stock to an annuity, can you claim any losses in the year you transfered?
23
May
Holy
May 23, 2010 at 8:49 pm
see http://www.biznfin.com/
i hope it will be helpful in resolving your problem keep using answers.yahoo.com
Miriam
May 23, 2010 at 9:29 pm
I have met similiar problem before, here list of sites http://webbiz3.notlong.com/3AAHY8b
exactduke
May 23, 2010 at 10:02 pm
I am not a tax expert, but I believe you must sell to realize a loss. Just rolling over, does not constitute a loss.
Also if this was in a tax deferred plan, this is not a loss.