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March 27, 2025
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Should I receive a 1099R when I rolled over money from one traditional IRA to another traditional IRA?

  • March 27, 2025
  • 1 reply
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Best answer by MayaD

You should not receive a Form 1099-R for a trustee-to-trustee transfer from one IRA to another. 

Rollovers

1 reply

MayaDAnswer
March 27, 2025

You should not receive a Form 1099-R for a trustee-to-trustee transfer from one IRA to another. 

Rollovers

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