- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
A 1099-R is not issued for a trustee-to-trustee IRA transfer.
https://apps.irs.gov/app/vita/content/globalmedia/teacher/1099r_exclusion_worksheet_4012.pdf
**Answers are correct to the best of my ability but do not constitute tax or legal advice.
May 16, 2024
12:48 PM
22,283 Views