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Retirement tax questions
Thank you for your response. It matches what I thought but wasn't sure. Now, I have been having trouble convincing the annuity company to send me a 1099-R. I'm waiting for their latest response. They seem to think the move from my pretax dollar annuity with them to a Roth annuity with them does not require a 1099-R.
March 13, 2024
7:27 AM