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Retirement tax questions
"For a direct rollover from a traditional IRA to a qualified gold IRA, you should not receive a Form 1099-R"
This would be a trustee-to-trustee transfer, not a direct rollover. The term "direct rollover" only refers to the movement of funds to or from an employer plan like a 401(k), not to the movement of funds between IRAs. A trustee-to-trustee transfer of an IRA is neither a distribution nor a rollover and is nonreportable.
‎February 23, 2025
3:59 PM