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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.
‎June 3, 2019
12:55 PM