It seems implausible that Principal would have sent you a Form 1099-R that they did not file with the IRS. How did you determine that Principal did not file the...
"if there was only one transaction into or our of the IRA account (that one transaction being that one-time rollover), there would never have been an 8606, and ...
Only the employer plan will have information regarding the amount of after-tax basis that was rolled over to the traditional IRA. The IRA custodian has no way t...
The only way that you can avoid the mandatory tax withholding is by doing a direct rollover of the money to a traditional IRA (where the distribution is paid di...