dmertz
Level 15

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.