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IRA Rollover
I took a MRD from my IRA account at Bank of Texas for 2022 then I rolled the entire remaining balance into an IRA account at Vanguard. I received a 1099R from Bank of Texas for the MRD but no 1099R or any documentation of the rollover. Shouldn't Bank of Texas send some document to me and the IRS? Thank you.
‎February 20, 2023
8:30 PM