thank you everyone! VolvoGirl gave the best answer: you need to go and look at what the tax form is going to say on line 7. This was a bank CD IRA (yes - it is old), not an investment company. It was such a mess with the bank and I have all the forms, and the new CD IRA, in the event the IRS comes a knocking. I was surprised that I was not required to complete any other proof other than say I rolled the total amount over in to the same time of IRA.
