Should I receive a 1099-R from a custodial self directed IRA? I only receive quarterly statements, but the custodian account service does not appear to create a 1099-R
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Should I receive a 1099-R from a custodial self directed IRA? I only receive quarterly statements, but the custodian account service does not appear to create a 1099-R
Should I create my own 1099-R? I am over 65, so the distribution is "allowed", but I see no form on which to report the income.
Should I receive a 1099-R from a custodial self directed IRA? I only receive quarterly statements, but the custodian account service does not appear to create a 1099-R
If you got distributions in 2016, there needs to be a 1099R generated showing the amounts distributed to you.
If no distributions, then no 1099R is required to be generated, as there is nothing to report.
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