How do I enter direct rollover information when I did not get a 1099 R?

vamcgeehan · ‎March 4, 2020

dmertz · ‎March 4, 2020

If this was a trustee-to-trustee transfer of an IRA to another IRA of the same type, traditional or Roth, where the funds were never paid to you in between, it is neither a distribution nor a rollover and is not reportable.

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MayaD · ‎March 4, 2020

Contact the plan administrator as you should have gotten a 1099R.

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dmertz · ‎March 4, 2020

If this was a trustee-to-trustee transfer of an IRA to another IRA of the same type, traditional or Roth, where the funds were never paid to you in between, it is neither a distribution nor a rollover and is not reportable.

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How do I enter direct rollover information when I did not get a 1099 R?