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1099-R Needed for direct rollover?
I closed a traditional IRA and a Roth IRA at Wells Fargo in 2024, with direct rollover of funds to the same types of accounts at another institution. Wells Fargo refuses to give me 1099-R forms for the distributions. Should I create substitute 1099-R forms in Turbo Tax or ignore the distributions on my 2024 1040?
‎February 27, 2025
9:56 PM