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IRA ROLLOVER between institutions
I rolled over my IRAs (Both roll over and Roth) twice during the year - from Schwab to Vanguard, then from Vanguard to Fidelity. Should I have received a 1099-r or another form that I can report that the money wasn't just taken out but was transferred to a new institution - or does the IRS just know this? None of the institutions had any type of form like this in their "Tax" statements.
March 1, 2021
2:27 PM