JohnB5677
Expert Alumni

Deductions & credits

If you originally had a retirement account that generated the 1099-R, and you took that same account and transferred it to another retirement account there should not be any tax.

 

I do not understand why you got a 1099-B.  Any stock holdings you had in the original retirement account should have been liquidated prior to taking them out of the account.  Can you help me to understand where the securities listed on the 1099-B come from?

 

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