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How to Report a Roth Rollover
I rolled my Roth IRA from one institution directly to another in 2022 - a Roth Rollover. Not taxable. But I think it's reportable? I never received a 1099 or other official notification of the rollover (it did show up in the destination institution). But have all the info like amount, institutions, TIN, etc. Do I report this as a 1099-R? Or other method? Or is it not something I need to report on my return?
‎February 15, 2023
8:17 PM