dmertz
Level 15

Retirement tax questions

This would be true if this was a trustee-to-trustee transfer of one IRA to another IRA.  However, the plan administrator of a 401(k) must *always* issue a Form 1099-R for a direct rollover from a 401(k) to an IRA.  Contact the 401(k) plan administrator to obtain the missing Form 1099-R.