dmertz
Level 15

Retirement tax questions

Because the amount distributed was $10 or more, the plan was required to issue a Form 1099-R.  Assuming that the distribution was eligible for rollover and no directly rolled over to another qualified retirement account, taxes were required to have been withheld, so as MaryK4 said, they were also required to issue a Form 1099-R to give you credit for the tax withholding.