- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
I made a direct rollover from one Roth IRA to another Roth IRA in 2015 and did not receive a 1099R. Since this is a non-taxable event, do I need to report this rollover?
Talked to the Financial Institution and they did not issue a 1099R for this rollover. TurboTax still asks for Payer's Federal ID# and was able to obtain that for this fund. Again, I rolled this Roth IRA directly from one Roth IRA to another Roth IRA. Do I even need to report this as if I had received a 1099R or not report it because it is a non-taxable event?
Topics:
‎June 4, 2019
1:06 PM