greybirds2
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@dmertzThank you so much for the reply. I did originally ask my new custodian to initiate these but all three holding institutions refused to work directly with...
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I have the same situation: in 2021 I requested that IRAs held at 3 different institutions - I'll call them X, Y, and Z - be sent as to a new custodian. I called...
Activity Feed for greybirds2
- Posted Re: On my 1099-R, the wrong distribution code was entered for a 401k rollover. State taxes were withheld. How do I fix this? on Retirement tax questions. November 20, 2022 12:18 PM
- Cheered Re: On my 1099-R, the wrong distribution code was entered for a 401k rollover. State taxes were withheld. How do I fix this? for dmertz. November 20, 2022 12:17 PM
- Cheered Re: On my 1099-R, the wrong distribution code was entered for a 401k rollover. State taxes were withheld. How do I fix this? for dmertz. November 20, 2022 12:03 PM
- Cheered Re: On my 1099-R, the wrong distribution code was entered for a 401k rollover. State taxes were withheld. How do I fix this? for ismith12182. November 20, 2022 12:03 PM
- Posted Re: On my 1099-R, the wrong distribution code was entered for a 401k rollover. State taxes were withheld. How do I fix this? on Retirement tax questions. November 20, 2022 9:46 AM
- Cheered Re: On my 1099-R, the wrong distribution code was entered for a 401k rollover. State taxes were withheld. How do I fix this? for dmertz. November 20, 2022 8:51 AM