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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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dmertz
Level 15

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

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

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3 Replies
dmertz
Level 15

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

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

dmertz
Level 15

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

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.

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

Please refer to Form 5498 which will show the progress of your money. Keep it for your records.
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