Accountant-Man
Level 13
04-03-2024
03:22 PM
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Make sure you get a copy of the 5498 showing the contribution of the $20k and the date of the distribution and the rollover and amount.
In about 16 months after 2023, the IRS will send the TP a notice requesting this "within 60 days" proof of rollover date with the amount.
** I'm still a champion... of the world! Even without The Lounge.