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Retirement tax questions
You are correct in that the 5 year time clock carries with the transfer. The fact that the new custodian will not acknowledge it is immaterial ... YOU know what the start year was so when asked by the program you are responsible for entering the information yourself (which you should have saved somewhere/somehow if the IRS was ever to question it).
‎December 30, 2022
8:39 AM
5,841 Views