- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Get your taxes done using TurboTax
many thanks. @dmertz 1. So, this is 100% non-taxable event, right?
2. The old plan can only deliver the check to me to deliver to the new plan rather than directly send to the new plan. Since, I have not requested the old plan to send the check to me yet. So, I will not receive the 1099 R and nothing to report, right?
Thanks.
Helen
‎January 6, 2025
8:44 AM