VictorW9
Expert Alumni

Retirement tax questions

If your 1099 is not telling you what is taxable, which is possibly the case, as your account was rolled over from another, you will have to figure the contribution amount of the account. You can of course contact the investment companies for that information. The IRS of course keep track of both contribution and earnings in your account so you will have to make sure you have the correct contribution amount and adjust appropriately.

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