Thank you for that answer. Yes, I do have it ready if it was rolled over, but I want to be really sure that it was. The clients do not need more heartaches at this time. Not a good time for their family.
Marc.TaxMan, maybe it was rolled over, but will not know until the paperwork comes in. The clients are pretty sharp, just a lot of things have been happening. Prayers would be nice all around. Sincerely, Cindy
Probably wont see the 5498 until April or May.
Ask to see the bank statement for the account that it was rolled into, showing the deposit....it may very well have been automatically transferred to another account...that account may not be a retirement account though or the 1099R would have had a Code G.
You need the statement for the account where the money landed, or get the client in the office and call the brokerage, the client can give them permission to speak with you...much easier than asking the client to understand and relay this important type of information..
Thank you again for your wisdom and advice. You are more than likely correct I did send the client home with homework on this issue. I will give the client a couple of days than take your advice. Sincerely, Cindy