FAQs on Form 1099 Series

Will I Receive a Form 1099-R for a Direct Rollover of Tax Qualified Assets?

The answer depends on whether a distribution is made. A direct rollover would be reported on Form 1099-R. A trustee-to-trustee transfer involving no payment or distribution to the participant, which includes a trustee-to-trustee transfer from one IRA to another IRA is not typically reported on Form 1099-R.

Last modified 26 Jul 2017 16:07 EST

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