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Retirement tax questions
There would only be no Form 1099-R if it was an inherited IRA that was transferred. If an account in a qualified retirement plan is what was inherited, it's moved to an inherited IRA by direct rollover and reported on a Form 1099-R.
In addition to posting here the code in box 7 of this Form 1099-R, is the IRA/SEP/SIMPLE box marked?
ā€ˇFebruary 17, 2021
6:07 PM