dmertz
Level 15

Retirement tax questions

If this was the movement of an IRA, it could have been done by nonreportable trustee-to-trustee transfer, the equivalent of just changing investments in your IRA.  A trustee-to-trustee transfer of an IRA is neither a distribution nor a rollover.

 

However, if this was a rollover from an employer plan like a 401(k) to an IRA, the plan is required to issue a From 1099-R that you must report on your tax return, even if the rollover is not taxable.