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Level 2
February 3, 2022
Solved

Do I receive more than one 1099-R for a 401(k) to IRA rollover?

  • February 3, 2022
  • 2 replies
  • 25 views

I completed a nontaxable rollover from 401(k) administrator "A" to IRA administrator "B". I received a 1099-R from administrator A. Will I also receive a 1099-R from administrator B that I will need to enter? If not, I can file my taxes, otherwise I need to wait. Thanks for your help!

Best answer by DoninGA

You will only receive the one 1099-R from 'A' since that was the account where then funds were withdrawn for the rollover.

2 replies

DoninGA
Level 15
DoninGALevel 15Answer
Level 15
February 3, 2022

You will only receive the one 1099-R from 'A' since that was the account where then funds were withdrawn for the rollover.

bixler409Author
Level 2
February 3, 2022

Great, thanks for help!