IRA Moved to another Plan in Prior Year

Cookt · ‎March 12, 2026

I moved my IRA from my employer to another company (within the time frame) prior to 2025. I started taking distributions in 2025. Should I select " I didn't roll or convert this money" since the rollover was prior to 2025?

Thanks.

DavidD66 · ‎March 12, 2026

Yes, you should select "I didn't roll or convert this money". The program is asking about 2025 activity only.

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DavidD66 · ‎March 12, 2026

Yes, you should select "I didn't roll or convert this money". The program is asking about 2025 activity only.

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VolvoGirl · ‎March 12, 2026

Just wondering, What did you move? You don’t have an IRA through your employer. Was it a 401K or something else?

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IRA Moved to another Plan in Prior Year