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I appreciate all the help. I'm mainly just trying to make sure it does not get taxed twice. Since the employer taxed it and put it in the traditional IRA, I'm l...
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The client talked to another HR person. They said her contributions didn't get taxed in the rollover, but they said since she was vested in the pension plan, th...
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O.k. Client just got back to me. They said the HR person told her that what was rolled over to the traditional IRA was her pension plan with them that wasn't a ...
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Thanks! It was only employer plan activity that got rolled over, but they are checking to see exactly what the taxable part was. It was all rolled over to a tra...
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The only thing I can think of is that maybe part of the 401k was not rolled over within the 60 days, and it became taxable?
