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Roth IRA Distribution 1099-R
Recently I tried to do a Roth IRA transfer from company A to eTrade. It was recommended I call company A and do a Roth IRA distribution and then wire the funds to eTrade who will code this as a Rollover contribution. I believe there is a 60 day penalty free withdrawal. Company A will generate a 1099-R. Do I need to do anything come time to report taxes to show the IRS this money went back into Roth IRA within 60 days?
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‎January 24, 2024
2:59 PM