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Retirement tax questions
I rolled over the 401(K) from my previous company into my traditional IRA.
I got the form 1099-R and entered it according to the instructions in #4:
"After a few more screens, Tell us if you moved the money through a rollover or conversion select I rolled over some or all of it to an IRA or other retirement account within the time limits (normally 60 days) for the portion that you rolled over into a traditional IRA. "
However, it never asked me if it was rolled over to a traditional IRA and no questions about time limits. It only asked me if it was rolled over into another 401(K) or a Roth IRA. I answered no to all of those but no more questions came with regards to having it rolled over to a traditional IRA.
What should I do?
‎April 3, 2022
2:03 PM