I agree with dmertz - I find it HIGHLY unlikely that you will be able to convince the IRA custodian not to issue a 1099-R. Even if the check was made out to the new IRA account and not to you personally, the issuing financial institution has no way to know that the check was actually deposited in to an IRA account and not some other type of account in the receiving institution. A financial institution will probably issue a 1099-R unless they are the ones to make the trustee-to-trustee transfer themselves and they know what account it was transferred into.
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
