Taxhelpneeded2023
Returning Member

Community Basics

Hi @Bsch4477 ! Thank you for the information! I’ve already received the 1099 R from my old IRA provider. Do you mean that I need to reach out to them after I do the IRA rollover and they will issue another corrected 1099R to show it’s a rollover rather than an withdrawal, so that I don’t get taxed on the full amount of this “withdrawal/rollover”?