Did she get one or two 1099-R's.
If she got only one you're all set:
- If its for the full amount (this is most likely) you will go through the interview and respond YES she did roll it over into another IRA account. You can then indicate that it was a partial rollover.
- If its only for the smaller amount. It will be posted and you will indicate that it was used for something else.
If you got two 1099-R's that were both for the same money you will have to get in touch with your HR department, or the 401(k) administrator.
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