Dan99
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Thanks again for the excellent and thorough response.This gives me renewed confidence to further escalate the issue with either the former employer or the 401(k...
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Thank you for the fast and detailed response. On the 1099-R the Box 7 only contains a code of 8 and both box 1 and box 2a reflect the same amount. All funds in ...
Activity Feed for Dan99
- Posted Re: Roth 401k rollover to Roth IRA and excess contributions on Retirement tax questions. February 12, 2021 8:09 PM
- Cheered Re: Roth 401k rollover to Roth IRA and excess contributions for dmertz. February 12, 2021 8:06 PM
- Posted Re: Roth 401k rollover to Roth IRA and excess contributions on Retirement tax questions. February 12, 2021 7:48 PM
- Cheered Re: Roth 401k rollover to Roth IRA and excess contributions for dmertz. February 12, 2021 7:40 PM
- Posted Roth 401k rollover to Roth IRA and excess contributions on Retirement tax questions. February 12, 2021 7:08 PM