Hi,
My 401K has been 'transferred". from one parent company to another parent company as a result of a spin off. I understand this is a considered a "transfer" as the funds are transferred between the same type of accounts as opposed to a "rollover". My questions are as follows:
- while I understand the "transfer" isn't taxable, is it a reportable event on my tax return?
- relatedly, would a 'transfer" be reported on a 1099-R or some similar type of form?
Thanks Richard
