- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
A trustee-to-trustee transfer of an IRA where the funds are never made payable to you and they never come under your control is neither a distribution nor a rollover and is not reportable. Moved this way, you should not receive any Form 1099-R reporting a distribution or any Form 5498 reporting receipt of a rollover. The IRS doesn't care anything about a trustee-to-trustee transfer.
March 1, 2021
4:54 PM