topic If i closed an ira account at credit union and transfer the money a broker.credit union does not issue 1099r for transfers.how do i account for this on my return? in Retirement tax questions https://ttlc.intuit.com/community/retirement/discussion/if-i-closed-an-ira-account-at-credit-union-and-transfer-the-money-a-broker-credit-union-does-not/01/347069#M30450 Mon, 03 Jun 2019 20:23:13 GMT tomktwo 2019-06-03T20:23:13Z If i closed an ira account at credit union and transfer the money a broker.credit union does not issue 1099r for transfers.how do i account for this on my return? https://ttlc.intuit.com/community/retirement/discussion/if-i-closed-an-ira-account-at-credit-union-and-transfer-the-money-a-broker-credit-union-does-not/01/347069#M30450 Mon, 03 Jun 2019 20:23:13 GMT https://ttlc.intuit.com/community/retirement/discussion/if-i-closed-an-ira-account-at-credit-union-and-transfer-the-money-a-broker-credit-union-does-not/01/347069#M30450 tomktwo 2019-06-03T20:23:13Z If the "transfer" was to an IRA account of the same type... https://ttlc.intuit.com/community/retirement/discussion/if-the-transfer-was-to-an-ira-account-of-the-same-type/01/347070#M30451 <P>If the "transfer" was to an IRA account of the same type (traditional or Roth) at the brokerage, it is indeed a nonreportable transfer, neither a distribution nor a rollover.</P><P>If the money was moved to an account that was not an IRA or some other qualified retirement account, it was a distribution from the IRA at the credit union, not a transfer.&nbsp; In that case you must inform the credit union of their error in treating this as a transfer and they should provide you with a 2016 Form 1099-R reporting this distribution.<BR /></P> Mon, 03 Jun 2019 20:23:14 GMT https://ttlc.intuit.com/community/retirement/discussion/if-the-transfer-was-to-an-ira-account-of-the-same-type/01/347070#M30451 dmertz 2019-06-03T20:23:14Z