butialr
New Member

Retirement tax questions

I left it in the account of the bank that oversees the 401k.  The company that I work for had a Union 401k that I never contributed to. I never applied to join it. But for reasons I can not explain, somehow the Union had to open up a account for me (even though I did not contribute).  A couple of years ago the Company established a 401k and the Union ended their 401k.  I never rolled over 401k.  I know I must have been informed but I forgot about it.  So it still sits in a MassMutual account.  The only reason I remembered about it now is that a Form 1099-R came in the mail. I was answering the turbo tax questions, but now I'm a little stuck because I did not roll it over but I did not cash it neither.