@Yc6vo4c12Mmz wrote:
You are right that I was confusing them. In my mind I was using 401k and IRA interchangeably. So thank you for educating me on the difference. In fact, my old statements clearly indicate "Roth 401k."
I filed paperwork through the old employer's 401k servicer (Vanguard) to move the funds into my new account with a new employer (through Voya). Voya produced a receipt that is titled "Confirmation of Rollover Contribution" that indicates how much money was transferred and which funds it went to. All the funds are accounted for in there.
Is this enough information to revisit the proper filing procedure question? Are there more details that I need to investigate first? Thanks!
A rollover has nothing to do with a contribution. The rollover is reported to you on a 1099-R form that you enter into TurboTax.
**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.**
