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Direct Transfer Roth IRA Conversion
I did a direct transfer for my traditional IRA in to a Roth IRA from one trustee to another. When I contacted both banks, they both said they don’t need to issue me a 1099-r. Shouldn’t I receive the form showing the conversion amount that I should be taxed on? If so, which bank is supposed to provide it, the sending or receiving bank of the transfer?
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March 8, 2020
9:22 PM