jpr1
Level 1

Education

I can't find anywhere in the IRS publications where it indicates you have to notify the QTP plan administrator that it's a rollover and provide the breakdown in interest and principle. Did that requirement recently get scrapped, or is it buried somewhere in Pub 550 or 970 or Form 8815 and I'm missing it?  I'm asking because my plan administrator is AWOL and the end of the tax year is quickly approaching...