Quit job in 2016, but still have my 401K. No contributions after 2016. I just check my account balance and log out. Do I have to do anything on this years return?

shrestha_u · ‎June 6, 2019

MichaelDC · ‎June 6, 2019

No. You don't have to do anything unless you had a distribution from the old 401k or rolled it over to a new 401k plan or an IRA. If you decide to do so, make sure to have it rolled over "Trustee to Trustee" (without receiving a physical check) If you did any of these in 2017, you would receive a Form 1099-R to report.

Please feel free to post any additional details or questions in the comment section.

View solution in original post

MichaelDC · ‎June 6, 2019

No. You don't have to do anything unless you had a distribution from the old 401k or rolled it over to a new 401k plan or an IRA. If you decide to do so, make sure to have it rolled over "Trustee to Trustee" (without receiving a physical check) If you did any of these in 2017, you would receive a Form 1099-R to report.

Please feel free to post any additional details or questions in the comment section.

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Quit job in 2016, but still have my 401K. No contributions after 2016. I just check my account balance and log out. Do I have to do anything on this years return?