dmertz
Level 15

Retirement tax questions

It seems that the IRS has been becoming more skeptical lately about whether claimed rollovers to qualified plans are actually completed, even more so if the rollover was done indirectly rather by a code-G direct rollover.  You might consider including an explanation statement with your mailed tax return to substantiate that the rollover was actually completed, otherwise just be ready with account statements from the receiving plan that show the receipt of the rollover in case the IRS questions the rollover.