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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