No. of Recommendations: 0
Mcadoo 11 sez:

<<The squeaky wheel sometimes gets the grease. They let me rollover into an IRA after constant complaining. Isn't that interesting?>>

Very. I also find it most bothersome in that you didn't leave the job and the plan itself wasn't terminated. Accordingly, a distribution from that plan (and a transfer to an IRA is a distribution)really isn't allowed or considered a qualified distribution. I just hope that later on the IRS doesn't challenge you, disallow the transfer, and assess you taxes, an early withdrawal penalty, and a penalty for failure to pay taxes on the distribution when it occurred.

While there's little likelihood the IRS will discover what happened (assuming the old plan administrator codes your 1099R correctly), you should be aware that possibility exists so you won't be surprised if and when that event occurs.

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