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Showing content with the highest reputation on 04/11/2021 in all forums
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Your previous employer may be able to convince them to cooperate. It is standard procedure in the industry to cut two checks (and two 1099-R forms) when pre-tax and Roth are distributed from the same account. Apparently their call center staff knows this. Your former employer may not appreciate that their bank will not comply with the usual process.1 point
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If they are not willing to issue two checks, are they at least willing to provide a letter explaining where the funds originated from. If not, you ask for a statement or print your transaction showing the funding from Pre-tax and Roth and see if your new employer will accept that.1 point
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