j-crouch318
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Oh. This was just a 401k roll over. So what document do I provide to the IRS to "prove" the funds were rolled over?
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Thanks!
Activity Feed for j-crouch318
- Posted Re: If I withdraw 401k funds from Invesco to rollover to Milliman (for example). Which company is supposed to supply a 5498 for the rollover, Invesco or Milliman? on Retirement tax questions. November 22, 2020 12:41 PM
- Cheered Re: If I withdraw 401k funds from Invesco to rollover to Milliman (for example). Which company is supposed to supply a 5498 for the rollover, Invesco or Milliman? for macuser_22. November 22, 2020 8:59 AM
- Posted Re: If I withdraw 401k funds from Invesco to rollover to Milliman (for example). Which company is supposed to supply a 5498 for the rollover, Invesco or Milliman? on Retirement tax questions. November 22, 2020 8:58 AM
- Posted If I withdraw 401k funds from Invesco to rollover to Milliman (for example). Which company is supposed to supply a 5498 for the rollover, Invesco or Milliman? on Retirement tax questions. November 22, 2020 8:17 AM