DavidD66
Expert Alumni

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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