turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

I didn't receive a form for my Rollover IRA and withdrawal after a job loss. It's also not on the website or the TurboTax tool. What do I do in this situation?

I lost my job and moved my 401(k) into a Rollover IRA, while taking about a 30% withdrawal. The 401(k) was held with the same company as the IRA is. By "TurboTax tool" I mean the too where the app logs in to your IRA account and finds forms for you. It said nothing was available.

x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

1 Best answer

Accepted Solutions

I didn't receive a form for my Rollover IRA and withdrawal after a job loss. It's also not on the website or the TurboTax tool. What do I do in this situation?

Contact the 401(k) trustee for a copy of the 1099-R.   They were required by law to issue a 1099-R not later than January 31, 2019.

**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.**

View solution in original post

1 Reply

I didn't receive a form for my Rollover IRA and withdrawal after a job loss. It's also not on the website or the TurboTax tool. What do I do in this situation?

Contact the 401(k) trustee for a copy of the 1099-R.   They were required by law to issue a 1099-R not later than January 31, 2019.

**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.**
message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question
Manage cookies