- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
Yes, this is a trustee-to-trustee rollover, which is not taxable. But you will receive a form 1099-R from the first custodian.
You'll enter that form in TurboTax and follow through with the TurboTax interview to indicate that this is a rollover to another IRA.
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
**Mark the post that answers your question by clicking on "Mark as Best Answer"
‎January 27, 2025
1:06 PM