You'll need to sign in or create an account to connect with an expert.
No, you only need to attach a copy of the 1099-R if it shows taxes were withheld. Since it's a direct rollover, no tax should have been withheld.
No, you only need to attach a copy of the 1099-R if it shows taxes were withheld. Since it's a direct rollover, no tax should have been withheld.
Still have questions?
Questions are answered within a few hours on average.
Post a Question*Must create login to post
Ask questions and learn more about your taxes and finances.
user17581197005
Level 1
locorebob
Level 2
user17577855205
New Member
user17571442625
New Member
user17566711928
New Member
Want a Full Service expert to do your taxes?