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Retirement tax questions
Yes ... you will get a 1099-R in January which must be reported even if it was a direct rollover to another retirement account. Failure to report it will get you an IRS love letter in a couple of years (with penalty & interest included making it very scary) that you will have to deal with ... so file the form correctly to begin with and enjoy your life.
‎July 7, 2022
5:28 PM