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Do we need to report a transfer from a former investment entity to a new investment entity if it was a direct transfer of an IRA?
mvermilya
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Do we need to report a transfer from a former investment entity to a new investment entity if it was a direct transfer of an IRA?
Former investment entity is not providing a 1099-R. Should I create a manual substitute 1099-R?
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TurboTax Online
February 26, 2026
3:11 PM
