How do I record the transfer of ira funds from one institution to another in 2017.

[epbarrow]

i have a 1099-r from the original institution.

[user020522589007 · Accepted solution]

if you were transferring to a qualified account and it went directly from one institution to another, it should be a rollover and it would be reported to the IRS by the institution as a rollover.  On the 1040, look at line 15a and 15b.