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In 2017 I rolled over my 401k from my previous company into an IRA account. Is tax reporting required for the IRA account and what do I need to report?
In March 2017 I rolled over my 401k from my previous company into an IRA account. I did not receive any distribution from the rollover. The funds show up as a "Rollover IRA" account in Fidelity.
1. Do I have to report the rollover. On what form is it reported on? What form should I receive for the rollover?
2. Do I have to report any gains/losses for the Rollover IRA account and pay taxes on it for 2017? On what form to report. What form should I receive for the account?
3. Do I have to report any gains/losses for the Rollover IRA account and pay taxes on it for subsequent years? On what form to report. What form should I receive for the account?
Your responses to the questions are appreciated. Thanks!
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‎June 6, 2019
12:41 PM