George4Tacks
Level 15

I did find these drat instructions for the 1099-Q https://www.irs.gov/pub/irs-dft/i1099q--dft.pdf 

It would appear there are some new boxes!

What’s New
New checkbox 4b. Box 4 now has two checkboxes, 4a to
report trustee-to-trustee transfers and 4b to report a QTP to a
Roth IRA transfer.

Maybe we just need to wait a bit for the program to have an input for this magic box. 

The draft 1099Q https://www.irs.gov/pub/irs-dft/f1099q--dft.pdf 

Boxes 4a-4b. Show whether a transfer was made from a trustee-to-trustee (from one QTP to another QTP, one CESA to another CESA, a CESA to a QTP, or a QTP to an ABLE account), or from a QTP to a Roth IRA. However, in certain transfers from a
CESA the box will be blank.                      

My guess is that you really will not need to indicate anything special, since it was an institutional transfer.


Answers are easy. Questions are hard!