Reply To: 1099-R on Roth IRA annuity payment

Home Fairmark Forum Retirement Savings and Benefits 1099-R on Roth IRA annuity payment Reply To: 1099-R on Roth IRA annuity payment

#14463
Jannie
Participant

I don’t have a “for sure” answer, but logic would say it should be Q as the rest was. My comment is a “been there” advice watch TIAA like a hawk. There attention to detail seems to be lacking. I have had trouble initially with a RMD – Most recently not rec’d forms they would be sending & no computer acknowledgement that they were sending and it’s been over a wk. Most time the acknowledgment comes the same day. So always check up on what they do.