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Get your taxes done using TurboTax
I made a call and received 1099R from previous retirement brokerage A. retirement brokerage B said i didnt withdraw anything so there wont be 1099R form
1) Did you or your wife contribute to a traditional IRA or Roth IRA?
Yes or No ( Moved the funds from 401k of retirement brokerage A to IRA of retirement brokerage B , we didnt contribute anything to this Rollover IRA account)
2) Should i report Rollover IRA account to IRS during tax returns? I assume Yes. How does IRS know that funds are not withdrawn for personal use and its just moved to rollover IRA . I dont see name of retirement brokerage B on the 1099Rform.
‎February 21, 2023
12:50 PM