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Retirement tax questions
If this was a trustee to trustee transfer and it did not come through your hands you may not receive a Form 1099R. If this is the case there is nothing for you to report.
If you do get a form from either account administrator you can enter the information. The form itself may have a code G which would represent a rollover or you can answer the question about rollover. In any event, if all the funds were rolled over you will not have any taxable income from this transaction.
May 31, 2019
9:39 PM