SharonD007
Expert Alumni

Retirement tax questions

You won't receive a Form 1099-R for a trustee to trustee transfer from one IRA to another.  It's not considered a distribution and you don't have to report it on your tax return.

 

You would have received a Form 1099-R with ‌distribution code G, if you had a trustee to trustee rollover from an employer qualified plan to an IRA.

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