Retirement tax questions

Yes. Form 1099-R is used to report the distribution (including rollovers) of retirement benefits such as pensions, annuities or other retirement plans. Presumably, you would receive one Form 1099-R related to the rollover (transfer) and one Form 1099-R related to the distribution (withdrawal). Each of these transactions would be identified on Box 7. Please review the following link(s) and the link(s) embedded on the webpage(s) for more information: