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Get your taxes done using TurboTax
Today called previous retirement brokerage A i received 1099R form . What can be options now
1) Did you or your wife contribute to a traditional IRA or Roth IRA?
yes or no ?( Moved funds from retirement brokerage A to retirement brokerage B, but didnt contribute anything)
2) Should i report Rollover IRA account to IRS during tax returns? I am assuming Yes. I don't see new retirement brokerage B on 1099 R form.
‎February 21, 2023
12:46 PM