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Retirement tax questions
Mine is a solo 401k with eTrade; they are my plan administrator and issue all the tax forms. They just don't seem to know what they are doing. First they issued a 2018 5498, which they acknowledged was wrong. Then after months and months of saying it was in process, they finally issued this 2018 1099-R last week which is also wrong. I know they were "required" to issue one by Jan 31, 2019, but it's not like I can make them do this right. I have contacted them dozens of times and they just seem to pass the information along to someone else. Maybe it's outsourced but I don't know who it's outsourced to.
‎October 2, 2019
7:05 AM