Yes. You will receive two tax forms — an IRS Form 1099R, reporting that you took a distribution from your former employer's plan, and an IRS Form 5498, reporting that you made a rollover contribution to your IRA with Wahed Invest. Even if no portion of your rollover is taxable, you must report it on your tax return.
Do I need to report a rollover on my tax return?
Please sign in to leave a comment.