I rolled over the last of my trad IRA to a qualified annuity, a direct rollover, and was expecting to report it on my return.
But it doesn't even appear on the 1099. It even implies that the amounts I took out before the rollover were a "total distribution."
Is that normal? I don't want to have amend this later if it's a mistake.
But it doesn't even appear on the 1099. It even implies that the amounts I took out before the rollover were a "total distribution."
Is that normal? I don't want to have amend this later if it's a mistake.
Statistics: Posted by montanagirl — Wed Jan 15, 2025 1:34 pm — Replies 1 — Views 156