I am just starting to learn and brush up on some of this. I am a retired accountant by trade(not CPA) and will be reading the IRS Pubs etc to bone up on this topic.Pub 590 is a good start http://www.irs.gov/pub/irs-pdf/p590.pdfIs it correct to assume that if I do a direct Trustee to Trustee transfer there will be no Form 1099R send to me from the sending Trustee?No, assuming it's more than $10. While reviewing the IRS pubs, you can take a look at the instructions for 1099-Rs, too: http://www.irs.gov/pub/irs-pdf/i1099r.pdfAJ
Best Of |
Favorites & Replies |
Start a New Board |
My Fool |
BATS data provided in real-time. NYSE, NASDAQ and NYSEMKT data delayed 15 minutes.
Real-Time prices provided by BATS. Market data provided by Interactive Data.
Company fundamental data provided by Morningstar. Earnings Estimates, Analyst Ra