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I had a Roth IRA but then transferred the entire balance over to a new company. Do I include the transfer or is that counted from the year I made the contribution?
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If you rolled assets from one IRA account to another IRA account then you should get a 1099-R form reporting the roll which needs to be entered on the tax return even if none of it will be taxed. A 1099-R is issued the next January.
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