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Retirement tax questions
Ah, I see. If the transfer of the Roth IRA is trustee-to-trustee, the transfer is *not* reportable. There should be no Form 1099-R for the movement of the money out of the old Roth IRA nor should your Form 5498 from the Vanguard IRA report a rollover contribution to the Vanguard Roth IRA.
‎June 4, 2019
12:31 PM