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How do I report a 401k to IRA trustee to trustee transfer on taxes without having a 1099-R?

 
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How do I report a 401k to IRA trustee to trustee transfer on taxes without having a 1099-R?

A Trustee to Trustee transfer is not reported on a tax return.

How do I report a 401k to IRA trustee to trustee transfer on taxes without having a 1099-R?

A trustee-to-trustee transfer of an IRA to another IRA is not reportable.

A direct trustee-to-trustee transfer of a qualified retirement plan such as a 401(k) to a IRA is reportable on a 1099-R that must be on the tax return.

If you have not received the 1099-R contact the plan administrator.
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
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