@melissaforpeace315 wrote:
@Opus 17 Thank you so much for the info! Would you suggest that I provide anything to the IRS in addition to filing my taxes next month to 'explain' that I indeed rolled over my 401k check to my IRA custodian? Like should I provide a January statement? Or should I just file my taxes like usual...
Just file. You can't include attachments in turbotax, and you don;t want to mail your return for many other goo reasons including accuracy and security, and even if you did send an explanation statement, there's a good chance the IRS would lose it because they aren't expecting it.
Just file. Be prepared to answer any questions later, but they probably won't come up.
