Even if you didn't receive a distribution, you might receive a 1099-R if:
- You took a payout on a matured life insurance policy.
- You rolled over a 401(k) to an IRA or close a traditional or Roth IRA.
- You took a loan from a 401(k) and failed to repay it.
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
