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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.
‎June 29, 2019
8:09 AM