qbteachmt
Level 15
09-02-2022
10:55 AM
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There are two parts to a roll over, at a minimum.
The 1099-R is for money Out.
One or more Form 5498 exist if there is money In, somewhere similarly qualified (Trad, Roth).
There also might be some amount they keep, or deposit to checking.
There might also be some amount withheld for taxes, unless they did this direct to a similarly tax-deferred account.
Get the 1099-R.
Get any 5498 for the same money. Get any statements for whatever accounts they also used for the funds' destination.
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