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Retirement tax questions
I guess I wasn’t clear this pension non Roth was rolled over to a Roth and the receiving did not send a 1099-R. So what do I do as the 1099-R from the sending firm is not correct or the receiving firm did not send a 1099-R so someone somewhere dropped the ball. Does the IRS run any sort of job to figure this out? I assume file and reported to me and the IRS will send corrected form if something is wrong.
February 20, 2025
7:31 AM