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Jingleduck
New Member

1099-R

My retirement systems money was switched over to 2 different institutions when I retired.  One I draw from monthly, one I don’t touch.  How do I know if they were changed to a Roth IRA or not?

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‎February 22, 2025 2:41 PM
last updated ‎February 22, 2025 2:41 PM
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AnnetteB6
Employee Tax Expert
Employee Tax Expert

1099-R

If you do not know what type of account you currently have, there may be information shown on any account statements that you receive telling you the type of account.  Or, you may need to contact the financial institution holding the accounts to learn more about what they are.

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‎February 23, 2025 8:45 AM
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