Real ChatGPT answer · index seedYug6tjWBaUUcompleteFinance and banking · investing and brokeragesinformational

What tax documents do I need to request from my old administrator when moving a legacy 401k into a self directed individual retirement account?

ChatGPTgpt-62 queries10/31/2026
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The searches the AI actually ran for this prompt.

SEED QUERY
What tax documents do I need to request from my old administrator when moving a legacy 401k into a self directed individual retirement account?
2 real searches · 1 real-search pass
IRS rollover from 401(k) to IRA Form 1099-R code G Form 5498 rollover contribution tax reportingGoogle ↗
OBSERVED
IRS rollover chart 401k to traditional IRA Roth 401k rollover tax treatmentGoogle ↗
OBSERVED

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Query classes

Google's semantic query class for every sub-query: what kind of answer each search is after, simulated vs real.

Classifying 2 queries…

Searches and sources

ChatGPT2 real searches · gpt-6
IRS rollover from 401(k) to IRA Form 1099-R code G Form 5498 rollover contribution tax reporting Google ↗
IRS rollover chart 401k to traditional IRA Roth 401k rollover tax treatment Google ↗

Queries

2 queries · click a column to sort
Query / typeSearchIntentQuery classRouting formatClusterFreq ↓Weight
IRS rollover from 401(k) to IRA Form 1099-R code G Form 5498 rollover contribution tax reporting
OBSERVED
Google ↗
AI Mode ↗
————1x
of 1
IRS rollover chart 401k to traditional IRA Roth 401k rollover tax treatment
OBSERVED
Google ↗
AI Mode ↗
————1x
of 1