DavidD66
Expert Alumni

Retirement tax questions

Yes, you should have received a 1099-R showing the rollover of the IRA.  The 1099-R should have had a code G in Box 7, indicating a direct rollover, which TurboTax automatically recognizes as a tax free transaction.  You should contact Bank of Texas about obtaining a copy of your Form 1099-R for the rollover, and include it on your tax return.

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