5Apple
Returning Member

Retirement tax questions

Julie, thanks for the reply.  While I have not gotten a Form 1099, my concerns is that when I go to the IRS website, the IRS Interactive Tax Assistant says I do need to report the rollover.  It says "Include the total amount distributed on the "Pensions and Annuities" line of your tax return.  Write the word "Rollover" in the margin net to the "Taxable amount" line."  

This makes me nervous about not reporting the rollover.