I made $10,000 withdrawal between two ROTH IRA's. I'm 64 years old. Am I required to submit this IRA withdrawal amount on a 1099-R for federal and state tax?
I made $10,000 withdrawal between two ROTH IRA's. I'm 64 years old. Am I required to submit this IRA withdrawal amount on a 1099-R for federal and state tax?
Yes you must include the 1099-R forms on your return even if it will not be a taxable event.
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