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.
******************************* "Level Up" is a gaming function, not a real life function.
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.
******************************* "Level Up" is a gaming function, not a real life function.
You have clicked a link to a site outside of the ProConnect Community. By clicking "Continue", you will leave the Community and be taken to that site instead.
