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@DanaB27 

 

My 401-K and after-tax savings plan were both at Fidelity.  I moved the after-tax savings to a Roth IRA and the earnings to a pre-tax IRA at Fidelity.  I checked my tax forms, and I don't have a 1099-R, only the Form 5498s.  That is why I am confused.  

 

Since the rollover never left Fidelity, should a 1099-R have been generated?