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Retirement tax questions
If the Roth IRA was moved trustee-to-trustee, it is not a reportable transfer because it is neither a distribution nor a rollover. However, if you receive a Form 1099-R, the Roth IRA custodian has reported it as a distribution made to you and you subsequently rolled over the distribution, so it must be reported.
‎June 6, 2019
2:13 AM