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Retirement tax questions
Your answer is regarding In-Plan Roth Rollover, and the question was about In-Plan Roth Conversion. Are these the same thing, just different terminology? I am used to conversion meaning "to Roth" and rollover meaning "traditional to traditional or roth to roth." If so, what do you do if your incompetent 401k administrator refuses to give you a 1099R and you need to file? I don't see a "substitute form 1099R" box to check.
‎July 8, 2019
4:41 PM