dmertz
Level 15

Retirement tax questions

You've said both that that the funds came from an IRA and that the funds came from a 401(k).  It can't be both.  A 401(k) is not an IRA and an IRA is not a 401(k).

 

The custodian of the original account is required to have issued to you and to the IRS a Form 1099-R for this transaction.