I have a self directed IRA and changed investors in 2019. No withdrawals, only transfer of funds one account to another. I have already filed, is an extension necessary?

elzippo · ‎March 26, 2020

AmyC · ‎March 26, 2020

No, since you have filed and there was nothing but a transfer, you are fine.

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elzippo · ‎March 27, 2020

Thank You for your time and quick reply. Respectfully, GZH

Retirement tax questions