Catherine Posted March 21, 2017 Report Share Posted March 21, 2017 Trustee-to-trustee transfer with 1099-Q issued. Any reporting required? I don't *think* so - and I also have no clue where I would report that. But I also can't find any direct yes or no i the Tax Book or irs dot gov. Which means it's there, but hiding from me - because I am looking. Quote Link to comment Share on other sites More sharing options...
Gail in Virginia Posted March 21, 2017 Report Share Posted March 21, 2017 Pub 970 says, and I quote" Don't report qualifying rollovers (those that meet the above criteria) anywhere on Form 1040 or 1040NR. These aren't taxable distributions. " I would think that if it is unnecessary to report a rollover, it would certainly be unnecessary to report a transfer. 2 Quote Link to comment Share on other sites More sharing options...
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