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Retirement tax questions
@Rav2 there is no form generated, and no tax reporting requirement, when you move money directly from one administrator to another and there is no change in the type of deferred account (i.e. you didn't go from a 401k to a Trad IRA or from a Trad IRA to a Roth IRA)
don't worry about it.
March 22, 2025
1:16 PM