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New Member
posted Jun 4, 2019 5:36:36 PM

Does a trustee to trustee transfer of a Roth IRA in 2017 need to be reported to the IRS? Old trustee advised they will not issue 1099. What do I do?

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1 Best answer
New Member
Jun 4, 2019 5:36:38 PM

No

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, and this is generally not reported on Form 1099-R. Therefore you will have no reporting requirement related to this type of transfer.


1 Replies
New Member
Jun 4, 2019 5:36:38 PM

No

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, and this is generally not reported on Form 1099-R. Therefore you will have no reporting requirement related to this type of transfer.