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Re: 401K rollover to IRA but IRA/SEP/SIMPLE box isn't checked

One addition for dmertz: No taxes were withheld because this type rollover does not incur taxes. Thank you for responding to this issue.

PB51

1

Updated Feb 11, 2025
Re: 401K rollover to IRA but IRA/SEP/SIMPLE box isn't checked

In sharing your experience, you have succinctly and exactly described my situation as well. I have talked with my plan administrator 4 times, and he said everyt...

PB51

2

Updated Feb 11, 2025
Re: 401K rollover to IRA but IRA/SEP/SIMPLE box isn't checked

That’s what I thought would happen, but the TT webpages kept marking this rollover as “needs more required information.” They didn’t say what information they n...

PB51

Updated Feb 11, 2025
Re: 401K rollover to IRA but IRA/SEP/SIMPLE box isn't checked

You are right that my case was not exactly the same as the earlier post, but our experiences with the TT webpages was identical.

PB51

Updated Feb 11, 2025
Re: 401K rollover to IRA but IRA/SEP/SIMPLE box isn't checked

Yes, it was a direct trustee-to-trustee total rollover from a 401(a) governmental supplementary pension plan to a Roth IRA at a commercial financial institution...

PB51

Updated Feb 11, 2025

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Date Registered	‎February 7, 2020 9:35 AM
Date Last Visited	‎February 11, 2025 11:12 AM
Total Messages Posted	7

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