topic I transferred my IRA from one company to another, received a portfolio from each company but no 1099 form. How do I or do I show this information on my tax form. in Retirement tax questions https://ttlc.intuit.com/community/retirement/discussion/i-transferred-my-ira-from-one-company-to-another-received-a-portfolio-from-each-company-but-no-1099/01/461754#M42265 <P>There was a termination&nbsp;fee charged in 1st company and&nbsp;2nd company did have some losses in my account.<BR /></P> Tue, 04 Jun 2019 23:33:17 GMT hopiefflores 2019-06-04T23:33:17Z I transferred my IRA from one company to another, received a portfolio from each company but no 1099 form. How do I or do I show this information on my tax form. https://ttlc.intuit.com/community/retirement/discussion/i-transferred-my-ira-from-one-company-to-another-received-a-portfolio-from-each-company-but-no-1099/01/461754#M42265 <P>There was a termination&nbsp;fee charged in 1st company and&nbsp;2nd company did have some losses in my account.<BR /></P> Tue, 04 Jun 2019 23:33:17 GMT https://ttlc.intuit.com/community/retirement/discussion/i-transferred-my-ira-from-one-company-to-another-received-a-portfolio-from-each-company-but-no-1099/01/461754#M42265 hopiefflores 2019-06-04T23:33:17Z A trustee-to-trustee transfer will not be reportable on a... https://ttlc.intuit.com/community/retirement/discussion/a-trustee-to-trustee-transfer-will-not-be-reportable-on-a/01/461759#M42266 <P>A trustee-to-trustee transfer will not be reportable on a 1099-R or go on a tax return.</P><P>The Tax Cuts and Jobs Act (TCJA) eliminated the investment fees deductions for 2018-2025.&nbsp;&nbsp; Market losses within a retirement account are not reportable - there is simply less money in the account to pay tax on when withdrawn.<BR /></P> Tue, 04 Jun 2019 23:33:19 GMT https://ttlc.intuit.com/community/retirement/discussion/a-trustee-to-trustee-transfer-will-not-be-reportable-on-a/01/461759#M42266 macuser_22 2019-06-04T23:33:19Z