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I had Fidelity make a direct trustee-to-trustee transfer of my IRA account to Fidelity from another firm is it reported on Form 1099-R?

April 26, 2017account Fidelity firm form IRA reported transfer trustee-to-trustee

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I had Fidelity make a direct trustee-to-trustee transfer of my IRA account to Fidelity from another firm is it reported on Form 1099-R?

1 Answer

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Direct transfers between trustees involving the same type of plan are generally not reportable on Form 1099-R.