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If I completed a rollover from my other financial institution to Elevations Credit Union, will I receive a 1099-R/1099-Q Tax Form(s) from Elevations Credit Union?

April 26, 2017Credit Union elevations financial institution rollover tax

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If I completed a rollover from my other financial institution to Elevations Credit Union, will I receive a 1099-R/1099-Q Tax Form(s) from Elevations Credit Union?

1 Answer

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Posted

No. In this situation, the other financial institution will provide you with the 1099-R/1099-Q Tax Form(s). You may receive 1099-R/1099-Q Tax Form(s) for other withdrawals made from your IRA at Elevations Credit Union.