"Typically, when doing a trustee-to-trustee transfer from one tax deferred retirement account to another tax deferred retirement account, a 1099-R is not issued and nothing needs to be reported."
@Carl , that statement is too broad. It should read: When doing a trustee-to-trustee transfer from one IRA to another IRA of the same type, a 1099-R is not issued and nothing needs to be reported.
