My 401k was transferred from one provider to another what 1099 do I need? I have the 1099 from the current provider…is that enough?

[AnnetteB6]

Yes, you only need a Form 1099-R when money is taken out of a retirement plan.  So unless you also took a distribution after the 401k was transferred to the new provider, then you only need the one Form 1099-R.

This information will be reported on your return, but will not be a taxable transaction if the full amount of the 401k was transferred directly from one provider to the other one without you actually receiving the payout in hand.

[dowzycs]

Thanks…very helpful…