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landilou2
New Member

I rolled over my 401K into a traditional IRA in 2016, but I didn't receive a 1099-R. Do I need to enter something somewhere in my taxes?

 
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macuser_22
Level 15

I rolled over my 401K into a traditional IRA in 2016, but I didn't receive a 1099-R. Do I need to enter something somewhere in my taxes?

Call the 401(k) custodian for a copy of the 1099-R.  They were required to send it to you by Jan 31, 2017.  You need the form to report it on your 20916 tax return.

**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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macuser_22
Level 15

I rolled over my 401K into a traditional IRA in 2016, but I didn't receive a 1099-R. Do I need to enter something somewhere in my taxes?

Call the 401(k) custodian for a copy of the 1099-R.  They were required to send it to you by Jan 31, 2017.  You need the form to report it on your 20916 tax return.

**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

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