dmertz
Level 15

Retirement tax questions

Movement of funds between investments within the IRA are not reportable and do not result in the custodian issuing any Forms 1099-R. Forms 1099-R are issued by the custodian when you take money or property out of the IRA.  If you didn't take anything out of the IRA you won't get any Form 1099-R with respect to this IRA.

 

If you did take something out of the IRA, the custodian has until January 31 to issue the Form 1099-R.