qbteachmt
Level 15
04-05-2024
11:29 AM
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Here's the help article:
Always ask for the 1099-R and the Form 5498 (if available) or the account statement, because that distribution likely had withholding. You need to confirm that was included in the rollover, and that the rollover was timely.
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"Level Up" is a gaming function, not a real life function.
"Level Up" is a gaming function, not a real life function.