Don't confuse the amount distributed with the amount of contribution returned. They are not the same. The amount of 2021 contribution returned was the amount co...
If Principal says that they have until 4/30 to file the Form 1099-R, it means that they requested an automatic filing extension that gives them until that date ...
It seems implausible that Principal would have sent you a Form 1099-R that they did not file with the IRS. How did you determine that Principal did not file the...
"if there was only one transaction into or our of the IRA account (that one transaction being that one-time rollover), there would never have been an 8606, and ...
Only the employer plan will have information regarding the amount of after-tax basis that was rolled over to the traditional IRA. The IRA custodian has no way t...