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Level 2

Question

1099 R

Forum|Forum|2 months ago
March 27, 2026
1 reply
2 views

I HAVE A VOYA ACCOUNT THAT ONCE A YEAR TRANSFERS A 1/5 TH OF THE ACCOUNT BALANCE TO MY FIDELITY ACCOUNT. I HAVE BEEN TAKING MONEY FROM THE FIDELITY ACCOUNT BUT AM CONCERNED THAT VOYA IN NOT PRODUCING A 1099 R. MY EX EMPLOYER ENDED THE RELATIONSHIP WITH VOYA 4 YEARS AGO AND ALL ACCOUNTS WERE FROZEN WITH ANNUAL PAYOUTS.HOW DO i HANDLE THIS WITH THE IRS?

Level 15

Do you get a 1099R from Fidelity? Is the Voya account a 401K or what kind of account? If they are doing a direct transfer to fidelity you probably don’t need a 1099R from Voyager.

dogwood1663Author

Level 2

YES AS 2025 WAS MY FIRST YEAR FOR RMD WITHDRAWLS. BUT HAVE CAN NOT WITHDRAW ANY MORE FROM VOYA, IT HAS TO BE A DIRECT TRANSFER FROM VOYA TO FIDELITY. THESE ARE 403B ACCOUNTS BY THE WAY.