I have a g in box 7 of my 1099-R now what do I do to prove I deposited it into my vanguard account
03294
1 Best answer
dmertz
Level 15
Jun 1, 2019 1:40:40 AM
No proof is required to be included with your tax return.
3 Replies
dmertz
Level 15
Jun 1, 2019 1:40:40 AM
No proof is required to be included with your tax return.
dmertz
Level 15
Jun 1, 2019 1:40:42 AM
However, you do need to enter the Form 1099-R and answer the follow-up questions. If the rollover was not to any kind of Roth accounts, answer No to both questions about that.
fanfare
Level 15
Jun 1, 2019 1:40:43 AM
Please refer to Form 5498 which will show the progress of your money. Keep it for your records.