eschutho
New Member
Member profile
- Replies
- Posts
-
Thank you macuser_22 for your help. I'll go with that recommendation, then.
-
The 401(k) plan administrator. I didn't get any forms from the bank it was rolled into. Sorry for any confusion by referring to the 401(k) in the question as an...
-
Thanks VolvoGirl. I checked with the current IRA holder, and they said that they didn't convert to a Roth, but directly rolled it into a Roth, so they won't be ...
-
Thank you so much. That is so helpful! I appreciate it.
-
Is there any form that I can fill out on my end to fix the situation or am I stuck until I get them to issue me a new 1099?
Activity Feed for eschutho
- Posted Thank you macuser_22 for your help. I'll go with that rec... on Retirement tax questions. June 6, 2019 8:33 AM
- Posted The 401(k) plan administrator. I didn't get any forms fro... on Retirement tax questions. June 6, 2019 8:33 AM
- Posted Thanks VolvoGirl. I checked with the current IRA holder,... on Retirement tax questions. June 6, 2019 8:33 AM
- Posted Thank you so much. That is so helpful! I appreciate it. on Retirement tax questions. June 6, 2019 8:33 AM
- Posted Is there any form that I can fill out on my end to fix th... on Retirement tax questions. June 6, 2019 8:33 AM
- Posted "More then likely if this was a distribution form a 401(k... on Retirement tax questions. June 6, 2019 8:33 AM
- Posted I filled out the turbo tax form with my 1099 info (it doe... on Retirement tax questions. June 6, 2019 8:33 AM
- Posted box 2a is $0 on Retirement tax questions. June 6, 2019 8:33 AM
- Posted Yes, but I checked with that company, and they didn't kno... on Retirement tax questions. June 6, 2019 8:33 AM
- Posted Box 7 says 'G' on Retirement tax questions. June 6, 2019 8:33 AM
- Posted I rolled over a pre-tax 401(k) to a Roth IRA, but my 1099-R indicates that I rolled it into a Traditional IRA. What can I do if the 401(k) co won't issue me a new 1099-R? on Retirement tax questions. June 6, 2019 8:33 AM