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Retirement tax questions
Carl comment is referring to a transfer of one IRA to another, not to the movement of a 401(k). If either the old employer's plan or the new employer's plan was really a 401(k), a Form 1099-R is *required* to be issued by the old employer's plan and is required to be reported on your tax return. Are you sure that these were 401(k) plans?
If either plan is a 401(k) plan, contact the old plan administrator to obtain the missing Form 1099-R.
If either plan is a 401(k) plan, contact the old plan administrator to obtain the missing Form 1099-R.
‎June 3, 2019
1:57 PM