WinpakBob
Returning Member

Retirement tax questions

Bill,

Thanks for this quick reply.  So, I did get two 1099 Rs from the previous provider and the new provider.  The previous provider's 1099 R correctly shows distributions for 10 months.  Their numbers are correct but I don't think they should have checked "Total distribution".  The "new" provider also sent me a 1099 R for the two months they provided distributions.  Their numbers seem to be correct also.  So I do have to declare both because neither one shows the total distributions provided in 2024 completely.  So, agreed this is effectively a rollover to the new provider (not me).  So if I understand, I should contact the "old" provider and ask them to issue a corrected 1099 R with the "Taxable amount not determined".  Thank you once again.