Awesome that is very helpful! Thank you both for your help. I just found it odd to receive a 1099-R from the old bank and the new bank shows that no tax documen...
It was a direct bank to bank transfer. The funds from the first IRA we removed from the old bank were issued directly to us, we put them in our checking account...
The full amount was transferred to another IRA plan at a new bank within 60 days. I'm not sure what is meant by anything similar at any other time. We transferr...