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