- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Get your taxes done using TurboTax
@RaifH Ah, thank you so much! Upon reviewing my tax documents, I see that I didn't receive any tax document from my previous Beneficiary IRA account (Ameriprise). Earlier in 2021, I had completed a trustee-to-trustee transfer from my Beneficiary IRA account (through Ameriprise) to my Beneficiary IRA account (through TD Ameritrade). Should I have received some sort of document to show to the IRS? I just want to make sure the IRS doesn't count this as a "distribution" and therefore tax me on the whole, like-kind account transfer.
I really appreciate any insight you can provide! (I know this isn't a place for tax advice or professional help)
‎February 5, 2022
6:59 AM