Yes, a direct 'trustee to trustee' rollover, in other words it never came into the hands of the taxpayer has a code in box 7 of the Form 1099-R which indicates it was a direct rollover and no questions need to be answered. You should see Code G—Direct rollover and direct payment.
A Roth conversion is different because the amount rolled over to a Roth will be taxable in the year of the rollover. A Roth is not taxed when withdrawn at retirement age, so it must be taxed when it goes into the plan.
@mAMYiyVS1e
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
