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1099-R not received from receiving Brokerage firm that set up Roth account from a transfer of pension lump sum
1099-R not received from receiving Brokerage firm that set up Roth account from a transfer of pension lump sum of sending firm that sent 1099-r with 2a of zero and total distribution box checked and box 7 has a G. Do I report the 1099-r as received or do I change the form? The sending firm said it was correct and the receiving firm says they did not issue a 1099-r since money was only deposited and not withdrawn. Do I do nothing and assume all well or why would i want to correct it?
‎February 19, 2025
8:54 AM