Felicia Posted December 14, 2006 Report Share Posted December 14, 2006 A participant wants a 90-24 transfer of assets from one ROTH 403(b) institution to another. If the participant has a basis of $10,000 and a loss of $500, the receiving institution will only recieve $9,500. Does the receiving instituion record $10,000 in basis and a loss of $500 or only record the actual money received? Link to comment Share on other sites More sharing options...
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