macuser_22
Level 15
Level 15

Retirement tax questions

If Betterment refuses to comply, I would submit a Substitute 1099-R (form 4852) with the rolled over amount in box 1, 0 in box 2a and a code G in box 7 and check the IRA/SEP/SIMPLE box and explain when the interviews asks the reason you are filing the substitute and the steps yiu took to get Betterment to issue a correct form.

 

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**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.**
‎February 19, 2020 3:57 PM
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