dmertz
Level 15
Intuit Approved! This answer has been verified for accuracy by an Intuit expert employee

Get your taxes done using TurboTax

To be clear, the movement of an IRA by trustee-to-trustee transfer is neither a distribution nor a rollover.  That's why such movements are not reportable.  The movement of a 401(k) to an IRA, even if done directly, is a distribution and rollover, so that's reportable.

View solution in original post