irishguy789
Returning Member

Retirement tax questions

I have done that. I sent them all the supporting documents that clearly state this was a Roth to Roth transfer and they accepted the money and agreed to place it in a a Roth. That is why I am so confused how this could happen. Hopefully Allstate will be cooperative and give me and updated 1099 R as I don't want to pay taxes or already taxes money.  Thanks for the advice.