- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
Generally the IRA custodian does the net-income-attributable calculation and the IRA custodian needs to do the transfer so that it's reported correctly on Form 1099-R. You should not do it yourself other than doing the calculation yourself to verify that the IRA custodian did the correct calculation.
‎February 4, 2021
2:59 PM
4,815 Views