sjrcpa
Level 15

No. Trustee to Trustee transfers do not get reported on 1099s. Since there was no 1099 it sounds like this was a trustee to trustee transfer. Nothing reported on 2019 1040 was correct.

FYI-Every IRA owner gets a 5498. It's required. In addition to money in, it shows the FMV at the end of the year.


The more I know the more I don’t know.
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