- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
I have not received a 1099-R and have contacted the managing company (Vanguard) to make sure I should have. Would there be some reason I did not receive a 1099? I did an exchange between my traditional and Roth IRAs, simultaneously selling the traditional and buying Roth shares. Does this change anything?
‎June 6, 2019
8:53 AM