tax docs for SD IRA

[Lindsey Kocher]

I moved parts of an Trad IRA and Roth IRA correlating SD-IRAs that formed LLCs and purchased a home in full, later renovated using the same funds. The accounts and transactions are complient with IRA rules.

Question:  Is there anything different I have to submit to IRS for 2023 regarding these changes?  No additional changes were made EXCEPT that I rolled over $20k from trad to ROTH to increase those funds. So outside of the THAT, anything else I need to show receipt of?