DanielV01
Expert Alumni

Retirement tax questions

Generally not as a withdrawal, but it may be reported as a distributionHowever, if the transfer is completed within a specified amount of time (usually 60 days), this type of movement is considered a rollover.  The transfer should be reported on a 1099-R (and therefore reported on your tax return), but box 7 should have a code H (if a direct rollover) or a code T (if a trustee-to-trustee rollover was not available) which will mean that the distribution (rollover) is not taxable.   Your box 2a should confirm this by showing 0 as the taxable amount of the distribution.

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