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Investing
if you changed the investments WITHIN the same account, there is no reporting necessary on your income tax forms.
if you "rolled over' the balance to another trustee, you will receive a 1099-R - just post that form EXACTLY as it is presented to you and there should be no impact on your taxes. Trustees are required to sen these forms by January 31, so if not received call the trustee and ask them for the form,
ā€ˇFebruary 1, 2020
1:59 PM
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