If you do a 1035 exchange do you need to file a tax return?

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If you do a 1035 exchange do you need to file a tax return?

Postby rec7 » Thu Feb 14, 2013 4:57 pm

I will have no other income.
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Re: If you do a 1035 exchange do you need to file a tax retu

Postby Alan S. » Thu Feb 14, 2013 5:47 pm

If you received a 1099R with code 6 in Box 7, you don't have to file. And if you did have to file for other reasons, you would not have to report this exchange.
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Re: If you do a 1035 exchange do you need to file a tax retu

Postby rec7 » Thu Feb 14, 2013 5:52 pm

Thank You
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