@macuser_22 oh no worries. Sorry I'm sort of new with these 1099 things so I may have forgotten to mention details. Thank you for your response! So basically it's safe to assume that I will receive a CP2000 later this year that will ask for a Statement from my new 401k custodian, correct? And all I need to do is attach one document, which is the Statement itself right?
Now that I think of it, I did also rollover another one of my old employer's 401k plan into my Rollover IRA account as well. (for the year 2021) So for this type of rollover (401k ---> Rollover IRA), I will need to include the 5498 from my Rollover IRA custodian AND the 1099-R from my old 401k plan AND a Statement from my Rollover IRA custodian (showing the exact amount rolled over)? assuming we're talking about my 2021 tax returns now? Also , it's safe to assume that I will get another CP2000 for this as well in 2022, correct? After I file my 2021 taxes
