@GeorgiaOnMyMind wrote:
I will follow up with the bank to ask about the 1099-R, and I'll report back!
NOT the bank that received the rollover, the 401(k) plan administrator where the money came from issues the 1099-R. (The bank only issued a 5498 that you received but does not go on a tax return - it is information to you.)
**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.**
