Retirement tax questions

Was this a direct trustee-to-trustee transfer from the original Roth?

 

Did you receive a 1099-R at the time of the transfer?    If so what was in box 7 and 2a and was the IRA/SEP/SIMPLE box checked?

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**