- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Get your taxes done using TurboTax
Hi, thank you for your advice.
The issuer refused to provide a new 1099-R. They said the rollover was done correctly as it was from one pension plan to another. There was suppose no taxes involved. So now I will just make the $50k as taxable income myself and pay the federal and state taxes this year. Hopefully there will not be any issue later or when I reach my retirement age to take the money out from the Roth IRA account.
March 29, 2022
5:15 PM