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Retirement tax questions
Why would the receiving company have issued any Forms 1099-R? Forms 1099-R report distributions, not receipt of transfers. A trustee-to-trustee transfer of an inherited IRA is not reportable by either the originating or receiving IRA custodian, so receipt of a Form 1099-R is not consistent with such a transfer. Something is amiss with the information that you've provided here.
‎February 17, 2021
2:39 PM