- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
If it was a direct custodian to custodian transfer you don't get a 1099-R and you don't report it. Otherwise, you should have received a 1099-R reporting the transfer and you must report that. If you got a 1099-R do not fail to report it.
‎June 6, 2019
1:53 AM