How IRA Transfers and Rollovers Differ - APCI Federal Credit Union
https://www.apcifcu.org/blog/how-ira-transfers-and-rollovers-differ-2
WEBApr 10, 2024 · A rollover, however, is a reportable transaction. Distributions from the IRA or eligible retirement plan are reported on Form 1099-R. For more information about IRA transfers and rollovers, contact Al Kauffman at 800-821-5104, ext. 6840, or Victoria Fernandes at ext. 6887. A transfer is a direct movement of IRA funds from one IRA to …
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