I have both a rollover IRA and a traditional IRA at Fidelity. I’ve retired and have no 401k anymore. I opened and moved holdings from the rollover to the a newly opened traditional early this year. Fidelity had no issue moving the funds in kind. I’m doing this only for simpler record keeping, separating my TIPs bridge. I wanted to confirm moving money or items in-kind between these two accounts is not reported and won’t cause issues at tax time next year.
Statistics: Posted by Dfgdfg — Sat Feb 03, 2024 8:27 pm — Replies 1 — Views 229