Batemmj
New Member

Where to enter rolled over 401K reported incorrectly on a 1042S

Last year, I rolled over an old 401K into my current employers 401K. The financial institution reported that on a 1042S, saying they didn't have required documentation saying I was a US citizen, despite having my SSN, and a dated email showing that I had emailed documents before the rollover occurred. How do I record the 1042S and the fact it was rolled over into another 401K?