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Level 1
March 9, 2021
Question

My husband changed jobs last year and never touch his 401k from that previous job. We received a Form 1099-R but he never touched it nor rolled it over. What do I?

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2 replies

Employee Tax Expert
March 9, 2021

You might want to contact the 401k administrator and inquire why you received the 1099-R if you never withdrew or moved the money. 

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VolvoGirl
Level 15
March 9, 2021

Did he have a loan from the 401K he didn't pay back when he left?