Skip to main content
Level 1
February 9, 2020
Solved

This year, I left a job where I had a 401K, to go back to school. My 401K was transferred into a rollover IRA. Should I have received a 1099-R? (I didn't get $ from it)

  • February 9, 2020
  • 1 reply
  • 18 views
No text available
Best answer by dmertz

If a 401(k) was moved to an IRA in 2019, yes, the 401(k) plan is required to have provided a 2019 Form 1099-R.  Contact the 401(k) administrator to obtain the missing form.

1 reply

dmertzAnswer
Level 15
February 9, 2020

If a 401(k) was moved to an IRA in 2019, yes, the 401(k) plan is required to have provided a 2019 Form 1099-R.  Contact the 401(k) administrator to obtain the missing form.