DaveF1006
Expert Alumni

Retirement tax questions

When did the distribution occur? Was it in 2019 because if so, regardless whether it be a 401A or 401K, it should have been reported on a 1099R.  Contact the trustee of the plan. Meanwhile, please review this  link that  explains the difference between 401a and 401K.  The reporting requirement is the same for both plans and that is the issuance of a 1099R reporting the distribution.

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