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Retirement tax questions
The IRS has been sending many letters for 401(k) rollovers since the receiving 401(k) custodian does not report that they received the rollover. Usually what the IRS wants is some conformation (401(k) statement, etc) that shows the deposit in order to proof that the rollover actually took place and you did not just pocket the money. Call the number on the letter for more information as to just what the IRS wants.
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
‎June 4, 2019
4:39 PM
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