I'm trying not to beat a dead horse here...but I have more information. I went to the payer's website and pulled off the details of the rollover to my new advisor. There were actually two checks written...both for the same account.
(1) First check was written for $66,000 with $30,000 taxable and $36,000 non-taxable. This is directly off the "details" sheet of the distribution details.
(2) Second check was written for $33,000 and there is nothing mentioned regarding taxable or non taxable amounts.
There is no mention of distribution codes on either details sheet.
The details sheet indicates one account for both sheets...a 401K
This might be a mess...
