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Must have for financial and tax professionals:IRA...

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Calculators, forums, articles and more on 72(t) and 72(q) /SEPP Plans. Includes RMD Calculators...

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    I moved assets from my traditional IRA at Custodian A to my traditional IRA at Custodian B. I explicitly told Custodian A to send the funds directly to my traditional IRA at Custodian B when I completed the distribution request form. Should they have issued a 1099-R?
  • I am ineligible to deduct my traditional IRA contribution, and decided to make a nondeductible contribution.  I understand that I need to keep track of the nondeductible contribution, so as to prevent the amount from being taxed when distributed.  Should I establish a separate traditional IRA for this?