Solved

I did not get a 1099 from either of my investment companies, how do I show an IRA rollover from one to the other in turbo tax?

Forum|Forum|7 years ago
June 3, 2019
2 replies
0 views

No text available

TurboTax Premier Online

Best answer by dmertz

If the IRA was moved to another IRA by trustee-to-trustee transfer, not by a distribution that was paid to you that you subsequently rolled over, the transaction is not reportable. A trustee-to-trustee transfer of an IRA is neither a distribution nor a rollover.

D

dmertzAnswer

Employee

If the IRA was moved to another IRA by trustee-to-trustee transfer, not by a distribution that was paid to you that you subsequently rolled over, the transaction is not reportable. A trustee-to-trustee transfer of an IRA is neither a distribution nor a rollover.

D

DavidD66

I recommend you wait until you receive your Form 1099-R before filing. Many broker/dealers and retirement plan custodians make their tax documents available online. And you can always call them, they can probably e-mail it to you the same day.

**Say "Thanks" by clicking the thumb icon in a post**Mark the post that answers your question by clicking on "Mark as Best Answer"