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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.
May 31, 2019
5:37 PM