If you do a trustee-to-trustee rollover (meaning y...
Level 15

Retirement tax questions

If you do a trustee-to-trustee rollover (meaning you never touch the money yourself) then you'll have nothing to report. Otherwise if you do it yourself, the withdrawal will be treated as that - a withdrawal. Then any taxes withheld from the withdrawal would have to be replaced by you to complete the rollover so that you would get the withheld taxes refunded to you at tax filing time.
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