MargaretL
Expert Alumni

Retirement tax questions

You don't report rollover unless you have the form 1099-R. I recommend contacting your broker/administrator to verify if the Form 1099-R will be issued. 

However, if the direct rollover was made as a trustee-to-trustee transfer involving no payment or distribution to you, you should not be receiving Form 1099-R and there is nothing to report on your tax return. 

A direct rollover, which is the direct payment to you of an eligible rollover distribution to a traditional IRA or other eligible tax-qualified plan, is reported on Form 1099-R, which you should report in the retirement income section. You will be able to report the form and answer the following questions indicating rollover, which will result as a nontaxable transaction.