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I recieved a 5498 for for a trustee to trustee transfer from the receiving firm. the sending firm did not issue a 1099r
i tried to get the receiving firm to fix. they admitted it was a trustee to trustee transfer but said its too late to fix, now it looks like i made an excess contribution, can i report to the irs the issue with documents showing where the assets came from before i start getting notices from the irs?
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May 16, 2024
10:57 AM