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New Member
posted Mar 4, 2020 12:14:44 PM

I received a 1099-R form from my company. I have not made any withdraws from this retirement fund. Do I need to report this? Why did my company send two 1099R forms?

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1 Replies
Expert Alumni
Mar 5, 2020 1:23:15 PM

First, yes you do have to report both of those forms.  I recommend that you contact your company to determine what is happening.  It is possible that they rolled the account to a different investment manager.  That could generate a 1099-R.