PaulaM
Employee Tax Expert

Retirement tax questions

 A trustee-to-trustee transfer involving no payment or distribution to the participant, which includes a trustee-to-
trustee transfer from one IRA to another IRA (IRA to IRA or Roth to Roth) is generally not reported on Form 1099-R. 

No need to enter unless you made some additional contributions and wish to keep track of its basis.


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