KTB Posted June 21, 2010 Posted June 21, 2010 Has anyone ever used a special tax form or maybe a custom form to send to an employee once he/she has rolled money into a 401(k) from an outside source? I know with IRA's if you roll money into it, you get a Form 5498 so I didn't know if there was anything like that for 401(k)s? Thanks!
Jim Chad Posted June 22, 2010 Posted June 22, 2010 FWIW I have never heard of such a form dealing with 401(k) Plans.
KTB Posted June 22, 2010 Author Posted June 22, 2010 I was wondering if that would be the case. Thanks for responding. If anyone else has any other feedback I would apprecaite it!
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