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New Member
posted Mar 27, 2025 12:44:03 PM

Should I receive a 1099R when I rolled over money from one traditional IRA to another traditional IRA?

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1 Best answer
Expert Alumni
Mar 27, 2025 1:04:48 PM

You should not receive a Form 1099-R for a trustee-to-trustee transfer from one IRA to another. 

Rollovers

1 Replies
Expert Alumni
Mar 27, 2025 1:04:48 PM

You should not receive a Form 1099-R for a trustee-to-trustee transfer from one IRA to another. 

Rollovers