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New Member
posted Jun 3, 2019 1:02:28 PM

How do I record the transfer of ira funds from one institution to another in 2017.

i have a 1099-r from the original institution.

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1 Best answer
New Member
Jun 3, 2019 1:02:29 PM

if you were transferring to a qualified account and it went directly from one institution to another, it should be a rollover and it would be reported to the IRS by the institution as a rollover.  On the 1040, look at line 15a and 15b.

1 Replies
New Member
Jun 3, 2019 1:02:29 PM

if you were transferring to a qualified account and it went directly from one institution to another, it should be a rollover and it would be reported to the IRS by the institution as a rollover.  On the 1040, look at line 15a and 15b.