Always ask for the 1099-R and the Form 5498 (if available) or the account statement, because that distribution likely had withholding. You need to confirm that was included in the rollover, and that the rollover was timely.
******************************* Don't yell at us; we're volunteers
Always ask for the 1099-R and the Form 5498 (if available) or the account statement, because that distribution likely had withholding. You need to confirm that was included in the rollover, and that the rollover was timely.
******************************* Don't yell at us; we're volunteers
You have clicked a link to a site outside of the Intuit Accountants Community. By clicking "Continue", you will leave the community and be taken to that site instead.
