No, you shouldn't need more documentation. The IRS will receive Form 1099-R and Form 5498 showing the rollover from your financial institution. Please make sure you keep your documents for your records.
If you entered your Form 1099-R and indicated in the follow-up questions it was a rollover it will show rollover on line 4 of Form 1040 and be non-taxable. That's all the IRS needs.
- Login to your TurboTax Account
- Click on "Search" on the top right and type “1099-R”
- Click on “Jump to 1099-R” and enter your 1099-R
- Continue "Tell us if you moved the money through a rollover or conversion" and select "I rolled over some or all of it to an IRA or other retirement account within the time limits (normally 60 days)"
- Continue answering the questions.
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