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Get your taxes done using TurboTax
I had a 401k from old employer under brokerage A, and when i moved to new employer , they have brokerage B.
On 1/27/2022 i requested to move funds to new brokerage B into rollover IRA (My current employers 401k plan is in this brokerage B). Should i report this to IRS in current tax return filing, i don't see this form in my brokerage online tax forms.
If it would have to be done in last year, which i didn't do . What are my options. Please let me know.
‎February 21, 2023
12:26 AM