ari444
Returning Member

Retirement tax questions

Again, this was not an IRA account.  this roll over was from a 401k to Roth 401k.  No IRA accounts involved.

 

I made the request online on Dec 28th, 2018, and it was completed on the same day based on their own records and confirmation.  They claim I missed the deadline by one day (Dec 27), so they're reporting it for 2019!  This is wrong!  As far as IRS, if it was dated prior to Dec 31, it must be reported for that year.