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My husband changed jobs last year and never touch his 401k from that previous job. We received a Form 1099-R but he never touched it nor rolled it over. What do I?

 
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2 Replies
DanaB27
Employee Tax Expert

My husband changed jobs last year and never touch his 401k from that previous job. We received a Form 1099-R but he never touched it nor rolled it over. What do I?

You might want to contact the 401k administrator and inquire why you received the 1099-R if you never withdrew or moved the money. 

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My husband changed jobs last year and never touch his 401k from that previous job. We received a Form 1099-R but he never touched it nor rolled it over. What do I?

Did he have a loan from the 401K he didn't pay back when he left?

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