Solved: We received a 1099-R that shows a 100% transfer from 1 retirement account to another. No taxes taken or due. Do we have to amend just to show this?
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We received a 1099-R that shows a 100% transfer from 1 retirement account to another. No taxes taken or due. Do we have to amend just to show this?

 
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Level 15

We received a 1099-R that shows a 100% transfer from 1 retirement account to another. No taxes taken or due. Do we have to amend just to show this?

If this was a Trustee to Trustee transfer then you do not need to report the 1099-R.

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Level 15

We received a 1099-R that shows a 100% transfer from 1 retirement account to another. No taxes taken or due. Do we have to amend just to show this?

If this was a Trustee to Trustee transfer then you do not need to report the 1099-R.

View solution in original post

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