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Roth IRA custodian to custodian direct transfer (rollover) Tax forms
I did a custodian-to-custodian transfer of my Roth IRA from TIAA to Fidelity in 2021, and now I am waiting for tax forms to file. My understanding is that it's a Roth to Roth transfer, and there is no tax reporting. Am I expecting a 1099-R or 5498 from TIAA? Thanks.
Note: I have received 5498 from Fidelity for the transfer and current year contribution of 2021.
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‎January 29, 2022
1:38 PM