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Retirement tax questions
You should not report an IRA Rollover without a Form 1099-R. There is information reported on the form, that you may not have in order to properly report your distribution and rollover. If you have not received your 1099-R, it is still early. You may be able to access your 1099-R by logging in to your online account with the old plan administrator.
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‎February 9, 2023
2:35 PM