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Direct Rollover for Roth IRA - Do I get a 1099-R?
I made a direct rollover of an old Roth IRA from one institution to another. Should I be receiving a 1099-R? I know no tax is due but I thought I should still get a 1099-R? Or is that only for Traditional IRA rollovers? My old institution is saying they don't need to issue anything since there is nothing to report.
‎February 9, 2024
11:46 AM