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Author: dianakalt Big gold star, 5000 posts Old School Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 121144  
Subject: IRA/401k Question Date: 1/15/2011 6:27 PM
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Greetings all,

This year, I had a lot of activity pertaining to consolidating investment accounts and I need to make sure I know which pieces of paper I need to take to my accountant. :)

There are 2 categories of activity.

a) I inherited two 401ks and 1 rollover IRA from my husband, who died in Octover of 2009. I got these accounts moved into my name this year, and got them put into proper retirement accounts within 60 days.
b) I had two 401ks of my own that I moved to a new brokerage.

Basically, my objective was to get everything in my name and consolidated into a single rollover IRA account at my new brokerage.

I know that I will receive tax papers from all the prior custodians stating that they distributed these funds to me. I also know that no income tax should be owed by me associated with these moves.

My question is: What do i need to put together in terms of the paper trail? Should I put these tax papers with stuff i got from my new brokerage that says the funds made it to my new account? Or am i overthinking this?

Thanks,
d
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