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Retirement tax questions
Do you mean 2013 or 2023?
The 401k trustee should have separated the money into two transactions, before and after-tax. That way the new IRA bank would put the pre-tax money in a traditional IRA and the after-tax money in a Roth IRA. Can you determine if the error was made by the 401k custodian in sending the money, the IRA custodian in receiving the money, or did you give the IRA custodian incorrect instructions?
‎February 28, 2024
4:39 PM