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Retirement tax questions
A properly done trustee-to-trustee transfer (including within a single trustee) where the funds are never made payable to you is neither a distribution nor a rollover. Because it is neither a distribution nor a rollover, a trustee-to-trustee transfer is not reportable on your tax return, and does not involve the one-rollover-per year limitation.
‎October 8, 2024
5:16 AM