Do we need to report an IRA rollover on our tax return?

how do you report an IRA rollover on your tax return?

posted

Yes, you need to report an IRA rollover on your tax return. You should have received a Form 1099-R from the prior IRA custodian. You will enter that and indicate that you rolled over all the money to an IRA or other retirement account. If you don't have your 1099-R, check with prior IRA custodian to obtain one. If you an online account with them it is probably available online.

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