Talked to the Financial Institution and they did not issue a 1099R for this rollover. TurboTax still asks for Payer's Federal ID# and was able to obtain that for this fund. Again, I rolled this Roth IRA directly from one Roth IRA to another Roth IRA. Do I even need to report this as if I had received a 1099R or not report it because it is a non-taxable event?
You'll need to sign in or create an account to connect with an expert.
Still have questions?
Make a postAsk questions and learn more about your taxes and finances.
richardmaketa
New Member
smlucio
Level 1
linfandel
New Member
ronloftis
New Member
rhalexda
Level 2
Did the information on this page answer your question?
You have clicked a link to a site outside of the TurboTax Community. By clicking "Continue", you will leave the Community and be taken to that site instead.