cryochild
New Member

Retirement tax questions

Line 15 and 16 are blank. Line 1 and 1a have the same amount in them. Line 2 has 0.  The code is G.  I got a check that I signed and then sent back to them.  This is all with Fidelity and I was assured when I did this there would be no taxes since it was a direct rollover. Also, no withholdings for the same reason.  I believe this was from an IRA to a 401k, but it could have been 401k to 401k.  My memory is a little fuzzy on that.  It was a rollover from my employer account, to the new company that my employer merged with.