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New Member
posted May 31, 2019 8:44:50 PM

I transferred my IRA from one broker to another but did not take any money out, does this qualify as a "sale of investment"?

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Level 15
May 31, 2019 8:44:52 PM

No, it is a trustee to trustee transfer and not taxed.

1 Replies
Level 15
May 31, 2019 8:44:52 PM

No, it is a trustee to trustee transfer and not taxed.