KrisD15
Expert Alumni

Get your taxes done using TurboTax

According to the IRS:

“Generally, distributions are tax free if they aren't more than the beneficiary's AQEE for the year. Don't report tax-free distributions (including qualifying rollovers) on your tax return.”

 

If you had the funds rolled over trustee-to-trustee, they should have known what they were doing and I assume you knew what you were doing to initiate the rollover, so just don't enter the 1099-Q (if you got one) 

 

It is a non-reportable event. 

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"