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1099R rollover
I did not receive a 1099R regarding a rollover and filed my taxes in 2017. I have now received a letter from the IRS indicating they received the 1099R. When I requested a copy of the 1099R from the company who transferred the money to the rollover account, it is filled out as though I personally received the money. It does not indicated it is a rollover. The money was transferred from an IRA to a Govt. Agency 457b Deferred Compensation plan. How do I address this issue when I contact the IRS to say it is a rollover to another plan and funds were not sent to me personally?
‎July 17, 2019
2:23 PM