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Retirement tax questions
Yes. Form 1099-R is used to report the distribution (including rollovers) of retirement benefits such as pensions, annuities or other retirement plans. Presumably, you would receive one Form 1099-R related to the rollover (transfer) and one Form 1099-R related to the distribution (withdrawal). Each of these transactions would be identified on Box 7. Please review the following link(s) and the link(s) embedded on the webpage(s) for more information:
‎June 6, 2019
12:34 PM