I received the corrected 1099-R from the old custodian. Zero dollar amounts in box 1 and 2a. Everything else the same (2b checked, 2a box "total distribution" c...
@dmertzI spoke to the old custodian and they (after talking to their IRA back-office people,) agreed the 1099-R shouldn't have been issued as the transfer was c...
@dmertz@tdn1Thanks. I have the monthly statement from the new custodian side "skfromaz2 beneficiary IRA of skfromaz-relative" that says "direct transfer $xxxx"....
Thanks. I forgot to mention that I did call the sending institution about modifying the 1099 and they refused to reissue but at the time I did not have the term...
Hi, I have a very similar problem to tdn1. I initiated a trustee-to-trustee transfer of an inherited IRA. Publication 590-A says this in the "Inherited From Som...
