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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.
‎June 4, 2019
4:39 PM