Get your taxes done using TurboTax

many thanks. @dmertz  1. So, this is 100% non-taxable event, right?

 

2. The old plan can only deliver the check to me to deliver to the new plan rather than directly send to the new plan. Since, I have not requested the old plan to send the check to me yet. So, I will not receive the 1099 R and nothing to report, right?

 

Thanks.

 

Helen