Level 15
This widget could not be displayed.

Retirement tax questions

Many company plans will automatically roll a 401(k) into a Traditional IRA at a financial institution if you do not make other arrangements - they usually notify the employee of this when they leave the job.  If they did that then they would have issued a 1099-R.   Ask the company plan administrator.

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**