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oldcarrsgirl
April 2, 2020
Question

I couldn't change anything in the IRA area. Do I need to show that my husband rolled over his complete IRA to a different instition?

  • April 2, 2020
  • 1 reply
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1 reply

macuser_22
macuser_22
Employee
April 2, 2020

Yes if a 1099-R was received for it.    If it was a trustee-to-trustee transfer then no 1099 should be issued and it is not reportable.

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
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