plan accepting rollovers

[FJR]

When a plan accepts rollovers from another qualified plan, does the plan accepting the rollover have to provide any reporting to the IRS.

The previous plan will produce a 1099-R indicating the amount was rolled over to a Qualified plan. Wasn't sure if TPA or someone else needs to do some type of filing. I know IRA accounts report it on 5498.

Thanks

[Guest Toni Jo]

In my experience, the only reporting on a rollover to a qualified plan is on the 5500. It shows as new monies in the year that the rollover occurs.