@j-crouch318 wrote:
Oh. This was just a 401k roll over. So what document do I provide to the IRS to "prove" the funds were rolled over?
None, unless the IRS requests it, then the account statement from the receiving account should be sufficient to show the deposit.
If the 1099-R for the distribution has a code G, then that is a direct rollover so it should not be questioned but sometimes the IRS wants conformation. If they do then they will ask for it.
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
