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Level 2
February 1, 2023
Question

401k rollover filed in wrong state

  • February 1, 2023
  • 3 replies
  • 13 views

Hi so I rolled over my 401k to Roth last year. I accidentally used my temporary address for it so now they issued me a  1099-R with my temporary address/State. I called ADP and they said they can't change the address. Will I be in trouble for this?

    3 replies

    Alumni - Intuit
    February 1, 2023

    No, if you have other information proving that your state of residence is not the address shown on your form 1099-R.

     

     

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    aloy22Author
    Level 2
    February 1, 2023

    Should a monthly apartment rent be ok? I travel for work so I’m mostly out of my home state. 

    Alumni - Intuit
    February 1, 2023

    Yes, that would be one element of proof.

     

    However, if you live in more than one home, there are other factors to consider. These factors are:

     

    • The address where you are registered to vote.
    • The address you use on your federal and state tax returns.
    • The address listed on your driver’s license or car registration.
    • The address on file with the U.S Postal Service.
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