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Get your taxes done using TurboTax
A Roth IRA transfer to another Roth IRA with a trustee-to-trustee transfer should not even generate a 1099-R.
But if you got one then the box 2a should be zero. Is there an amount in box 2a?
Is the IRA/SEP/SIMPLE box checked?
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
ā€ˇFebruary 10, 2021
7:51 PM