How can I report qualified rollover from trad IRA, if 1099R will not be issued?

[amabelqualls]

I also rolled over 401K to the qualified annuity.  They sent me 1099R.  The company for the Trad IRA told me they would not because it was direct rollover.  

[DaveF1006]

If there was no 1099R issued for the rollover, then you do not have a reporting requirement reporting the rollover.   

[dmertz · Accepted solution]

The movement that you did of one traditional IRA to another was done by trustee-to-trustee transfer.  Such a trustee-to-trustee transfer of an IRA is neither a distribution nor a rollover, so it is not reportable.  On the other hand, movement of a 401(k) to an IRA can only be done by distribution and rollover, so movement of a 401(k) to an IRA always must be reported.