I'm asking if my bank trustee should have issued me a 1099r when I rolled over my traditional IRA to a 403B?
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Yes, the IRA custodian is required to have issued a Form 1099-R for a rollover from a traditional IRA to a 403(b). If the rollover was a direct rollover paid from the IRA directly to the 403(b) for your benefit, the Form 1099-R must have the gross amount in box 1, a zero in box 2a, code G in box 7 and the IRA/SEP/SIMPLE box marked. If the distribution was paid to you an you indirectly rolled the IRA distribution over to the 403(b), the Form 1099-R would have the gross amount in boxes 1 and 2a, box 2b Taxable amount not determined marked, code 1 or code 7 in box 7 and the IRA/SEP/SIMPLE box marked.
Only a trustee-to-trustee transfer from one traditional IRA to another traditional IRA or from a Roth IRA to another Roth IRA is nonreportable. Bank local branch employees seem to mess this up all the time, not understanding what constitutes a nonreportable trustee-to-trustee transfer of an IRA and what constitutes a rollover.
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