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New Member
posted May 31, 2019 10:52:17 PM

I rolled over my 401k to an IRA at Edward Jones. I did not receive a 1099R, but they sent me a receipt. How do I enter this information?

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1 Best answer
Level 13
May 31, 2019 10:52:19 PM

Contact the plan administrator for the 401(k) plan and ask for the 1099-R.

A rollover from 401(k) to an IRA is required to be reported on a 1099-R (unlike an IRA to IRA rollover).

You want to find out if the 401(k) plan administrator issued a 1099-R and if your copy was simply lost.

Since the 1099-R is copied to the IRS, it is important that you know what was reported to the IRS.

1 Replies
Level 13
May 31, 2019 10:52:19 PM

Contact the plan administrator for the 401(k) plan and ask for the 1099-R.

A rollover from 401(k) to an IRA is required to be reported on a 1099-R (unlike an IRA to IRA rollover).

You want to find out if the 401(k) plan administrator issued a 1099-R and if your copy was simply lost.

Since the 1099-R is copied to the IRS, it is important that you know what was reported to the IRS.