millerfour
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Great response. Since I am not great at this what if I left as reported by all the firms? Would IRS just send me a bill with interest down the road? When I cal...
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I guess I wasn’t clear this pension non Roth was rolled over to a Roth and the receiving did not send a 1099-R. So what do I do as the 1099-R from the sending f...
Activity Feed for millerfour
- Posted Re: 1099-R not received from receiving Brokerage firm that set up Roth account from a transfer of pension lump sum on Retirement tax questions. February 22, 2025 6:14 AM
- Posted Re: 1099-R not received from receiving Brokerage firm that set up Roth account from a transfer of pension lump sum on Retirement tax questions. February 20, 2025 7:31 AM
- Posted 1099-R not received from receiving Brokerage firm that set up Roth account from a transfer of pension lump sum on Retirement tax questions. February 19, 2025 8:54 AM