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March 30, 2025
Question

transfer of assets (IRA to IRA)

  • March 30, 2025
  • 1 reply
  • 0 views

Do I need to document a transfer of assets (IRA to IRA) on my income tax return?

1 reply

KrisD15
March 30, 2025

Only if you were issued a 1099-R. 

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