Hello everyone,
The bank that held my traditional IRA no longer offers an IRA product and tranferrred our existing IRAs to another custodian in January of 2022. I have not received any tax forms for this transfer from either institution. This transaction was a direct rollover from one custodian to the other. Is this transfer reportable on my 2022 taxes?
Thank you.
This trustee-to-trustee transfer of your traditional IRA is not reportable. It is neither a distribution nor a rollover, so it is correct that you received no Form 1099-R and the receiving IRA custodian should also not show this as a rollover.
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