Is a 1099-R Issued for an Ira Transfer?
I am guessing that the tax preparer may be confusing it with Qualified Employer plan direct rollover. Even though those are not taxable events either, it looks like they still call it a distribution, so if it had been from an employer plan direct rollover would there have been a 1099 filed even though no taxes owed?
When do I not receive a Form 1099?
If there were no security sales or dividends paid into your account, you will not receive a Form 1099. This is most often the case if you opened the account near the end of the year.
