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Tax form for transferring funds from 401K to rollover IRA
Tax form for transferring funds from 401K to rollover IRA In October 2024, I took funds out of my ex-employer sponsored 401K account and transferred it to rollover IRA account. Can someone please help me understand which of the two financial institutions are supposed to send me 1099 tax form pertained to the funds transferred? Also, what type of 1099 form would that be? I know that I need to pay taxes ...
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