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Get your taxes done using TurboTax
Thank you. As suspected I'm getting fed a bunch of garbage by the custodian. I was told that the the IRS would get the Form 5498 in January and that it would straighten out what I see as a big mess with the IRS.
Didn't make since to me that the 5498 would be sent to the IRS in January, especially since you can still do IRA executions up to mid April.
Basically they blew it in the IRA funds move and it looks like I took a huge distribution for this year rather than a like to like transfer. And your are right, the warning flags and alarms are being raised because of what the low level employees are telling me as to how the 1099-R forms will be filled out.
‎June 16, 2019
7:13 PM