@ingrid-kavic wrote:
No, no 1099-Rs from either distributor or intended account, as husband lost it but has since found however it's past 60 days. I assume we owe since tax on it but I'm not sure what to do?
Again what code is in box 7? If a 1 or 7 then you only had 60 days to complete the rollover or it is a taxable distribution and cannot be put in another retirement account, but is a code G, then it is a direct rollover from one financial institution to another that does not have a 60 day time limit. If a code G then the check should be payable to the retirement account and not to you.
**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.**
