dmertz
Level 15

Retirement tax questions

Are you sure that this is a 401(k)?  It's a bit unusual for a 401(k) trustee to be a bank.  Follow macuser_22's suggestion to look at the Form 1099-R provided by the payer to see if the IRA/SEP/SIMPLE box is marked.  If the IRA/SEP/SIMPLE box is marked, it's an IRA, not a 401(k).