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timelinel
March 27, 2023
Question

1099

  • March 27, 2023
  • 1 reply
  • 0 views

I have not received my 1099.  I rollover funds from a old Roth IRA to a new Roth IRA can I still file my taxes and admen later?

    1 reply

    M
    MinhT1
    March 27, 2023

    Before you file, you could at least reach out the custodian of your old Roth IRA to ask them to fax or email you a copy of your form 1099-R

     

    If you need to file now for example to get a refund, you can do it and amend later when you finally receive your 1099-R.

     

    A rollover from a Roth IRA to another Roth IRA is not taxable and would not change your refund or tax due.

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