dmertz
Level 15

Retirement tax questions

Only if it was a direct rollover to or from a qualified retirement plan (401(a), 401(k), 403(b), 457(b), federal TSP or ESOP).

If you instead did a trustee-to-trustee transfer of a traditional IRA to another traditional IRA or of a Roth IRA to another Roth IRA, the transfer is neither a distribution nor a rollover, is not reportable, and you should receive no Form 1099-R.