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billy2boy2
Level 1
June 1, 2019
Solved

Transfer an IRA to another IRA. What reporting is needed

  • June 1, 2019
  • 2 replies
  • 5 views
No text available
Best answer by dmertz

If your IRA was moved by trustee-to-trustee transfer, you have nothing to report.  A trustee-to-trustee transfer of an IRA is neither a distribution nor a rollover, so it is not reportable.  Only if a distribution was made to you that you subsequently rolled over within 60 days would you receive a Form 1099-R that must be entered into TurboTax and reported in the follow-up questions as having been rolled over.

2 replies

D
dmertzAnswer
Level 15
June 1, 2019

If your IRA was moved by trustee-to-trustee transfer, you have nothing to report.  A trustee-to-trustee transfer of an IRA is neither a distribution nor a rollover, so it is not reportable.  Only if a distribution was made to you that you subsequently rolled over within 60 days would you receive a Form 1099-R that must be entered into TurboTax and reported in the follow-up questions as having been rolled over.

M
Marketstar
Level 12
June 1, 2019

You should receive a 1099-R for this transaction to be entered in the following area:

To enter pension and annuity Payments (1099-R)

  • Click on Federal Taxes (Personal using Home and Business)
  • Click on Wages and Income (Personal Income using Home and Business)
  • Click on I'll choose what I work on (if shown)
  • Scroll down to Retirement Plans and Social Security
  • On IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button


M
Marketstar
Level 12
June 1, 2019
However, you may receive 1 099-R with a Code G which would indicate a trustee to trustee transfer. If you receive one, you should report it.
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