@dmertz Ah okay! Thank you so much for your help!
Then how come when I rollover my old 401k custodian to a Rollover IRA, then it's reportable? (1099 from old 401k custodian; and a 5498 from my IRA custodian)
Similarly, how come when I rollover my old 401k custodian to a new 401k custodian, it's reportable? (1099 from old 401k custodian, and I'm assuming I'm going to get a CP2000 soon so that the IRS can ask me to send me my new 401k's account statement to show that I indeed rolled over the money instead of cashing it out)
I'm assuming that a Like-Kind, Full account transfer from a old Beneficiary IRA custodian to a new Beneficiary IRA custodian would be similar to the situations above, no? Sorry I'm just a little confused.
