- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Get your taxes done using TurboTax
@Opus 17 , a trustee-to-trustee transfer of one IRA to anther is not a "direct rollover." Properly used, the term "direct rollover" applies only to the movement of funds to or from an employer plan like a 401(k). A trustee-to-trustee transfer of an IRA is neither a distribution nor a rollover, which is why it is not reportable.
‎February 27, 2026
8:26 AM