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Retirement tax questions
Many thanks & I agree that IRS will probably question the value amount of rollover. My present problem is pinning down the brokerage firm as to what number they will place on form 5498. Presently the rollover amount shown on the monthly statement is not the value of the distribution but the value of the shares on date of rollover.
Thanks for your explicit answer. I continually request brokerage to specify what amount will be shown on form 5498 without success. Cannot find a way around this roadblock yet.
Thanks again
‎September 13, 2020
2:31 PM