Ok. You are correct. There is no amount listed in 2a and 2b is not checked.They have escalated the concern to their correct department and I hope to hear back n...
Ok. I originally called my financial advisor company who held the funds, and they spoke to their trust company that they contract with to file their taxes, they...
My previous employer got back to me and said the following:The reason they used code G is because our 457 Roth account qualifies as a “governmental section 457(...
Ok. Let's assume the administrator reported it incorrectly. I am preparing an email to them. If it was a direct rollover from a Roth 457(b) to a Roth IRA, then ...
The funds were certainly in a Roth 457(b) and it were definitely rolled over into a Roth IRA. The money is now at another financial institution and the account ...