Hi@VolvoGirl, the new IRA says they won’t send me 5489 for 2023 tax year since I do the rollover in 2024. That won’t be an issue for me to file my 2023 tax when...
Hi @VolvoGirl! I made the withdrawal on 12/18/23, so yea, the clock is ticking and it would be 60 days next Friday. After I select the rollover on Turbo tax, wh...
Hi @Bsch4477! Thank you for the information! I’ve already received the 1099 R from my old IRA provider. Do you mean that I need to reach out to them after I do ...