Carl
Level 15

Retirement tax questions

It only gets reported if you receive a 1099-R. Even then, while the code in box 7 ***MIGHT*** show it as a distribution, if you pay attention to detail when entering the 1099-R in the program, it will be reported for exactly what it is - a rollover.

If this was a trustee-to-trustee transfer and you never laid eyeballs on the money personally yourself, then it's very likely you will not get a 1099-R and nothing has to be reported. But if you even so much as laid eyeballs or touched the money in any way, form or fashion you can expect to get a 1099-R.