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Get your taxes done using TurboTax
It depends on the type of account. A direct rollover of a traditional IRA at broker #1 to a traditional IRA at broker #2 does not require a 1099-R. Rollovers from other kinds of accounts to a traditional IRA, or from a traditional IRA to some other kind of account, sometimes require a 1099-R.
‎February 26, 2026
3:23 PM