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Retirement tax questions
You apparently did a trustee-to-trustee transfer of the IRA which is neither a distribution nor a rollover. A trustee-to-trustee transfer of an IRA is not reportable, which explains why you did not receive a Form 1099-R showing a distribution from the bank and why your Form 5498 from the credit union shows no rollover.
‎April 1, 2023
12:08 PM