We received a 1099-R that shows a 100% transfer from 1 retirement account to another. No taxes taken or due. Do we have to amend just to show this?

roy-jill · ‎June 4, 2019

DoninGA · ‎June 4, 2019

If this was a Trustee to Trustee transfer then you do not need to report the 1099-R.

Retirement tax questions