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New Member
posted Jun 1, 2019 1:40:39 AM

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

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Level 15
Jun 1, 2019 1:40:40 AM

No proof is required to be included with your tax return.

3 Replies
Level 15
Jun 1, 2019 1:40:40 AM

No proof is required to be included with your tax return.

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.

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.