Submitted by Ubarjarl t3_10q5jtb in personalfinance
meamemg t1_j6nzhko wrote
That should work. Technically it is as long as it is less than 60 days from the check being cut to the check being deposited.
Better approach though would be to get the old 401k to make out the check still to Fidelity, but mail it to you. You can then overnight it to Fidelity. That way if it gets a problem again, there is still no 60 day clock. Or get the old 401k to overnight it. But the old 401k might not cooperate with either approach.
Levertki1 t1_j6o8ktg wrote
If you get a 1099r, even if it has a g in box 7, include on next years taxes. Taxable amount will be $0, but don’t ignore.
Viewing a single comment thread. View all comments