Do I Get a 1099-R for a Roth IRA? | Sapling
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Do I Get a 1099-R for a Roth IRA? | Sapling
Your financial institution should send you a Roth IRA 1099-R in each tax year that you take a distribution from your account. The form shows how much you withdrew and how much is taxable. If you only made contributions and no withdrawals in a given tax year, you receive Form 5498 instead.
Jan 18, 2011
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