- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Education
Thank you so much for your quick reply.
So, I am guessing that the 1099R should not have included the 'G' since it was not a rollover but a direct transfer from one inherited IRA account to another - with both my name and my dad's name on it.
All the records indicate a transfer.
Pogopogo
March 20, 2025
5:39 AM