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September 29, 2024
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How do you enter an IRA rollover if the company did not provide a 1099-R form?

  • September 29, 2024
  • 1 reply
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Best answer by VolvoGirl

Ask the plan if you need a 1099R.  Some direct transfers don’t need to be reported.

1 reply

VolvoGirl
VolvoGirlAnswer
Employee
September 29, 2024

Ask the plan if you need a 1099R.  Some direct transfers don’t need to be reported.