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Rolled small traditional IRA from Invesco to existing savings IRA at TD bank received no tax forms
How do I report this in TurboTax when all I have is the end of year statement from each company? No 1099R or 5489. The end of year TD statement shows "Ext Direct Transfer" less the $25 annual fee from Invesco. The Invesco statement just shows withdrawal to zero account.
March 23, 2025
9:47 AM