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If you change jobs and can't carry over the retirement plan you had, and they send you a check to deposit into the new plan with new employer, how do you report that?
Retirement companies of the two employers were not the same, so the old retirement account sent a check to my husband, and he deposited it with the new retirement account. I'm sure we'll get a statement from the old retirement account showing it being withdrawn, what do we need to do to report that it was all sent to the new retirement account, and not used by us?
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‎January 9, 2023
10:39 AM