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Retirement tax questions
What is the code in box 1 of the 1099-R you received for the "withdrawal" from the traditional 401(k)?
Also, was this a trustee-to-trustee transfer? If it wasn't, then the plan administrator was required by law to withhold taxes from the distribution, and it's up to you to "make up the difference" for this to be a 100% rollover.
Also, was this a trustee-to-trustee transfer? If it wasn't, then the plan administrator was required by law to withhold taxes from the distribution, and it's up to you to "make up the difference" for this to be a 100% rollover.
‎June 5, 2019
11:38 PM