401K ROLLOVER To Other Retirement Service

happymomof1
Wed, 03 Oct 2018 17:21:36 +0000

If it went straight from one 401k to another 401k, or from a 401k to an IRA, you don’t report anything.

If it went from the 401k to a checking or savings account, or to an investment account that is not a formal retirement account, that would need to be reported.