I had a Solo 401k with Vanguard. I only had Roth Contributions, not traditional. Online, I rolled it over to a Vanguard Roth IRA. I selected reason as Plan Termination.
The question is does anyone know if I still have to notify Vanguard of plan termination or would it be marked as terminated because I selected Plan Termination as reason for rollover?
And when will someone receive the 1099-R form, soon after distribution or at end of year?
There is no indication the plan has been terminated, just Closed on small business site.
Thanks.
The question is does anyone know if I still have to notify Vanguard of plan termination or would it be marked as terminated because I selected Plan Termination as reason for rollover?
And when will someone receive the 1099-R form, soon after distribution or at end of year?
There is no indication the plan has been terminated, just Closed on small business site.
Thanks.
Statistics: Posted by dgfrick — Fri May 17, 2024 9:01 am — Replies 4 — Views 242