If I consolidated a few ira/401(k)/401(B) into a new traditional ira should i have received 1099 R forms for all?. Only received them for the 401(k) and 403(B).

mike-nirva · ‎June 5, 2019

macuser_22 · ‎June 5, 2019

A IRA to IRA trustee or account change is not normally reported in a 1099-R if a trustee-to-trustee transfer. 401( ) type rollovers must always be reported on a 1099-R.

**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

macuser_22 · ‎June 5, 2019

A IRA to IRA trustee or account change is not normally reported in a 1099-R if a trustee-to-trustee transfer. 401( ) type rollovers must always be reported on a 1099-R.

**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.**

Expert does your taxes

Do it yourself

Resources

Support

Expert does your taxes

Do it yourself

Resources

Support

If I consolidated a few ira/401(k)/401(B) into a new traditional ira should i have received 1099 R forms for all?. Only received them for the 401(k) and 403(B).