In the Turbo tax process I was asked only once for the two accounts I rolled over. One account was not an IRA one was. Why not give me the option for both?

[3codn3r]

Do I owe taxes for rolling over a non-qualified account to another non-qualified account?

[ThomasM125 · Accepted solution]

You would not have to pay tax on a rollover from one type of account to another of the same type.

[3codn3r]

Thanks for the timely answer to my question. Now, I must talk with fund people.

[dmertz]

Non-qualified accounts are not eligible for rollover.  A non-qualified insurance policy or annuity can be exchanged through a process called a section 1035 exchange, reported with code 6 in box 7 of the Form 1099-R, but otherwise its a taxable distribution and an independent purchase of a new policy or annuity.  TurboTax automatically treats a code 6 Form 1099-R as nontaxable because a code 6 Form 1099-R will always have a zero in box 2a as the taxable amount.