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

Non-investing personal finance issues including insurance, credit, real estate, taxes, employment and legal issues such as trusts and wills.
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Topic Author
rec7
Posts: 2369
Joined: Tue Oct 28, 2008 7:22 pm

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

Post by rec7 »

I will have no other income.
Alan S.
Posts: 12669
Joined: Mon May 16, 2011 6:07 pm
Location: Prescott, AZ

Re: If you do a 1035 exchange do you need to file a tax retu

Post by Alan S. »

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.
Topic Author
rec7
Posts: 2369
Joined: Tue Oct 28, 2008 7:22 pm

Re: If you do a 1035 exchange do you need to file a tax retu

Post by rec7 »

Thank You
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