Was I supposed to receive a fox form for my Roth IRA in this case?


In March 2022, I transferred my Roth IRA and taxable account to Schwab.

I used to be with a wealth management firm/had an advisor, but I was a beginner then (still am) and realized I was paying way too much.

I transferred to Schwab and received a tax form for my taxable account (with all the March transfers) It has what I sold/then bought. Never had the balance sent to my bank account, it was just on my Schwab balance, then I bought VOO from there.

I’m 38.

Why didn’t I receive a tax form for my Roth IRA? I did the same thing for my Roth IRA as I did my taxable account. Since I’m under the age limit for withdrawals, shouldn’t I have received a tax form?

Is what I did still “cashing out” despite me leaving the balance with Schwab and buying from there?

I’m just not sure why I didn’t receive a tax form, or if it’s correct that I wasn’t supposed to. Thanks for any help!


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