I sold part of an IRA and received a check directly (as opposed to institution to institution) which I deposited to another broker approx. 40 days later. I received a 1099R from the former and a 5498 from the latter. Turbo tax has determined that I do not owe money on this rollover, however the review says I now have work sheets to complete that turbo tax is not explaining. I did not receive a 1099B, which TurboTax says I need to generate. The 1099B asks for
1) the "reporting institution", are they referring to the selling broker (who's info was already given from the 1099-R) or the new broker?
2) I have the sell date requested but they also want the "date received", is that the date the new broker received the check?
3) The cost or adjusted basis? Is this just the amount of the rollover (which was the entire check)?
