topic I did not get a 1099 from either of my investment companies, how do I show an IRA rollover from one to the other in turbo tax? in Retirement tax questions

I did not get a 1099 from either of my investment companies, how do I show an IRA rollover from one to the other in turbo tax?

idpa12 — Mon, 03 Jun 2019 19:00:54 GMT

If the IRA was moved to another IRA by trustee-to-trustee...

dmertz — Mon, 03 Jun 2019 19:00:55 GMT

If the IRA was moved to another IRA by trustee-to-trustee transfer, not by a distribution that was paid to you that you subsequently rolled over, the transaction is not reportable. A trustee-to-trustee transfer of an IRA is neither a distribution nor a rollover.

I recommend you wait until you receive your Form 1099-R b...

DDollar — Mon, 03 Jun 2019 19:00:58 GMT

I recommend you wait until you receive your Form 1099-R before filing. Many broker/dealers and retirement plan custodians make their tax documents available online. And you can always call them, they can probably e-mail it to you the same day.