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Get your taxes done using TurboTax
It sounds like there was simply a transaction in your retirement account, which did not need to be reported at all. Just send the IRS the printed document showing the purchase and sale both within the same retirement account. The cost basis, which came from selling the first fund, should be the same as the proceeds, since you took the money from the sale and used it to buy the new fund.
‎July 26, 2018
11:16 AM