topic Last year I transferred my 401K balance from a previous employer to managed IRA. I did not take any of the funds out it was just a transfer. in Retirement tax questions

topic Last year I transferred my 401K balance from a previous employer to managed IRA. I did not take any of the funds out it was just a transfer. in Retirement tax questions https://ttlc.intuit.com/community/retirement/discussion/last-year-i-transferred-my-401k-balance-from-a-previous-employer-to-managed-ira-i-did-not-take-any/01/651972#M61976 I just want to make sure that I don't have to report this in anyway.  I did not take any funds out and I have not added to the new IRA account. Thu, 06 Jun 2019 08:53:32 GMT allbluesvegas57 2019-06-06T08:53:32Z Last year I transferred my 401K balance from a previous employer to managed IRA. I did not take any of the funds out it was just a transfer. https://ttlc.intuit.com/community/retirement/discussion/last-year-i-transferred-my-401k-balance-from-a-previous-employer-to-managed-ira-i-did-not-take-any/01/651972#M61976 I just want to make sure that I don't have to report this in anyway.  I did not take any funds out and I have not added to the new IRA account. Thu, 06 Jun 2019 08:53:32 GMT https://ttlc.intuit.com/community/retirement/discussion/last-year-i-transferred-my-401k-balance-from-a-previous-employer-to-managed-ira-i-did-not-take-any/01/651972#M61976 allbluesvegas57 2019-06-06T08:53:32Z If it was a direct custodian to custodian transfer you do... https://ttlc.intuit.com/community/retirement/discussion/if-it-was-a-direct-custodian-to-custodian-transfer-you-do/01/651979#M61979 If it was a direct custodian to custodian transfer you don't get a 1099-R and you don't report it. Otherwise, you should have received a 1099-R reporting the transfer and you must report that. If you got a 1099-R do not fail to report it. Thu, 06 Jun 2019 08:53:33 GMT https://ttlc.intuit.com/community/retirement/discussion/if-it-was-a-direct-custodian-to-custodian-transfer-you-do/01/651979#M61979 jerry2000 2019-06-06T08:53:33Z Only an IRA-to-IRA trustee-to-trustee transfer is a nonre... https://ttlc.intuit.com/community/retirement/discussion/only-an-ira-to-ira-trustee-to-trustee-transfer-is-a-nonre/01/651987#M61983 Only an IRA-to-IRA trustee-to-trustee transfer is a nonreportable transfer.  This is 401(k)-to-IRA and the 401(k) *is* required to issue a Form 1099-R. Thu, 06 Jun 2019 08:53:35 GMT https://ttlc.intuit.com/community/retirement/discussion/only-an-ira-to-ira-trustee-to-trustee-transfer-is-a-nonre/01/651987#M61983 dmertz 2019-06-06T08:53:35Z