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Non Governmental 457(b) rolled into another non governmental 457(B)

Level 1

I have a situation where an individual received a distribution from a non governmental 457(B) in December 2020 and then rolled it into a new employers non governmental 457(B) plan within the 60 day limit but in 2021.  The original 457(B) plan issued a W-2 to the taxpayer for 2020.  it is my understanding that the taxpayer can roll this over from one non governmental plan to another without generating a tax bill,  but how do i reflect this on the 1040 

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2 Replies 2
Level 15

Here:

https://www.irs.gov/help/ita/do-i-need-to-report-the-transfer-or-rollover-of-an-ira-or-retirement-pl...

 

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Level 1

Hi Thank you for the reply, but the issue here is that the original distribution was reported on a W-2 and 

not a 1099-R

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