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I converted my traditional IRA to a Roth IRA at my bank this year. Can I transfer this to Vanguard "in-kind" this year? Does this break the one rollover per year rule?
The whole traditional IRA account was converted into a new Roth IRA account and the plan is to transfer all of it into a new Roth IRA account at Vanguard.
Also, how many 1099-R forms should I expect to get for the conversion and transfer?
Thanks!
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‎June 4, 2019
12:30 PM