- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
if you were transferring to a qualified account and it went directly from one institution to another, it should be a rollover and it would be reported to the IRS by the institution as a rollover. On the 1040, look at line 15a and 15b.
‎June 3, 2019
1:02 PM