I transferred money from a State IRA account but rolled it over to an account with Edward Jones. Do I report any income off of this money?

tcorn2016- · ‎May 31, 2019

Received Form 1099-R which indicates FATCA is "NO".

MichaelL1 · ‎May 31, 2019

The 1099R needs to be entered into TurboTax, however if rolled to a Traditional IRA there would be no tax impact. A rollover to a Roth IRA would be taxed.

https://ttlc.intuit.com/replies/5744757

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MichaelL1 · ‎May 31, 2019

The 1099R needs to be entered into TurboTax, however if rolled to a Traditional IRA there would be no tax impact. A rollover to a Roth IRA would be taxed.

https://ttlc.intuit.com/replies/5744757

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I transferred money from a State IRA account but rolled it over to an account with Edward Jones. Do I report any income off of this money?

I transferred money from a State IRA account but rolled it over to an account with Edward Jones. Do I report any income off of this money?

I transferred money from a State IRA account but rolled it over to an account with Edward Jones. Do I report any income off of this money?

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I transferred money from a State IRA account but rolled it over to an account with Edward Jones. Do I report any income off of this money?

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I transferred money from a State IRA account but rolled it over to an account with Edward Jones. Do I report any income off of this money?

I transferred money from a State IRA account but rolled it over to an account with Edward Jones. Do I report any income off of this money?

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