- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
If you receive a 1099-R from the plan, you must report it, although it should not be taxable if you did the rollover correctly. For some types of rollovers, you won't get a 1099-R, and those types of rollovers do not need to be reported on your return.
‎February 1, 2024
10:38 AM