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New Member
posted Sep 29, 2024 11:03:57 AM

How do you enter an IRA rollover if the company did not provide a 1099-R form?

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1 Best answer
Level 15
Sep 29, 2024 11:11:31 AM

Ask the plan if you need a 1099R.  Some direct transfers don’t need to be reported.

1 Replies
Level 15
Sep 29, 2024 11:11:31 AM

Ask the plan if you need a 1099R.  Some direct transfers don’t need to be reported.