hsunwen
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Thanks, Sir, I got the check from Bank A and opened the new IRA account in Bank B. I am not sure this is direct roll-over or not?The 1099-R show box 7 with 1 (e...
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Dear Sir, if I just file 1099-R and keep 5498 for my information. How does IRS know my IRA rollover to another account? thanks
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Dear Sir, so you means that I just file 1099-R and bank report 5498 for my IRA rollover process...please answer...
Activity Feed for hsunwen
- Posted Thanks, Sir, I got the check from Bank A and opened the n... on Retirement tax questions. June 4, 2019 7:09 PM
- Posted Dear Sir, if I just file 1099-R and keep 5498 for my info... on Retirement tax questions. June 4, 2019 7:09 PM
- Posted Dear Sir, so you means that I just file 1099-R and bank r... on Retirement tax questions. June 4, 2019 7:09 PM
- Posted I am using TurboTax many years. Want to rollover my IRA from Bank A to Bank B. I entered 1099-R already, but do I need to do form 5498 too? please help! on Retirement tax questions. June 4, 2019 7:09 PM