There are subtle variations between what is considered an IRA transfer and what is considered an IRA rollover. Important to know – with either one for the rollover to be tax-free,...
Posted by Income Taxes and Bookkeeping LLC on 01/07/2021
Many forms of retirement benefits like annuities and pensions are reported on Form 1099-R. As long as you get a $10 or more distribution on your retirement plan, you will get copies...
Posted by The TaxAdvocate Group, LLC on 11/30/2020
