Indieblue
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Thanks dmertz! We are sending off our documentation today, crossing our fingers that it is enough.Thanks so much for the help.
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Should I request a 5498 from the receiving company?
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Yes, Lisa995.It's the same company, the exact same amount and the correct date.
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The distribution was from a Simple IRA where the company was purchased/bought out and they transferred to another company (401K).It was all done internally when...
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I know this is an old thread but I'm dealing with the exact same thing this year.I've never used my vehicle more than 50% for business.15%-20% on average for th...
Activity Feed for Indieblue
- Posted Thanks dmertz! We are sending off our documentation today... on Retirement tax questions. June 3, 2019 11:48 AM
- Posted Should I request a 5498 from the receiving company? on Retirement tax questions. June 3, 2019 11:48 AM
- Posted Yes, Lisa995. It's the same company, the exact same amou... on Retirement tax questions. June 3, 2019 11:48 AM
- Posted The distribution was from a Simple IRA where the company... on Retirement tax questions. June 3, 2019 11:48 AM
- Posted Owe money from 2016 for a 1099R Rollover to Qualified plan? on Retirement tax questions. June 3, 2019 11:48 AM
- Posted I know this is an old thread but I'm dealing with the exa... on Deductions & credits. June 1, 2019 6:04 AM