Retirement tax questions

If it was a trustee-to-trustee direct rollover then the 1099-R should have a code "G".  No tax withholding is necessary for a direct rollover.  I assume the check was make out to your IRA and IRA custodian, not to you personally.

You still need to enter it on your 2017 tax return even though it will not be taxable.
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**