What do i need to put together in terms of the paper trail? Should I put these tax papers with stuff i got from my new brokerage that says the funds made it to my new account? Or am i overthinking this?Yes, you're overthinking it. Clip all the 1099-R's together with a note that says "all rolled into my traditional IRA at xxxx" and be done with it. If (s)he wants more information you'll find out.PhilRule Your Retirement Home Fool
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