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Retirement tax questions
Thank you so much. I read somewhere that the custodian should not have deposited roth funds into a rollover account - is that true? I got copies of distribution documents from the roth 401k plan provider and the distribution code is "H Dir rollover of a desig Roth acct distrib to Roth IRA", so shouldn't etrade have put in my roth account instead of a rollover ira? if so, couldn't they correct 2019 form 5498 to say that it was a roth ira rollover and correctly move funds to the roth ira?
‎December 31, 2020
8:46 AM