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trhindssr
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transfer of assets (IRA to IRA)

Do I need to document a transfer of assets (IRA to IRA) on my income tax return?

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‎March 30, 2025 4:28 PM
last updated ‎March 30, 2025 4:28 PM
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KrisD15
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Expert Alumni

transfer of assets (IRA to IRA)

Only if you were issued a 1099-R. 

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‎March 30, 2025 4:29 PM
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