dmertz
Level 15

Retirement tax questions

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.

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