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Reply to "For those whose solo 401k funds moved to Ascensus from Vanguard ... "
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[quote=Anonymous][quote=Anonymous]Well I got screwed. I followed Ascensus procedures and moved my solo 401k to fidelity the way they told me to. Yesterday I received a 1099R from Ascensus, so now the IRS thinks I did a distribution not a transfer. Anyone else dealing with this. Any advice? I will be calling Ascensus on Monday.[/quote] Did you send the paperwork to Fidelity or Ascensus? I’d contact the guy listed above. His email address is there, and he replied to me. He might help or connect you to someone who can. [/quote]
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