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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.