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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.
‎January 23, 2021
6:01 AM
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