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mqreding
New Member

This year, I left a job where I had a 401K, to go back to school. My 401K was transferred into a rollover IRA. Should I have received a 1099-R? (I didn't get $ from it)

 
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dmertz
Level 15

This year, I left a job where I had a 401K, to go back to school. My 401K was transferred into a rollover IRA. Should I have received a 1099-R? (I didn't get $ from it)

If a 401(k) was moved to an IRA in 2019, yes, the 401(k) plan is required to have provided a 2019 Form 1099-R.  Contact the 401(k) administrator to obtain the missing form.

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dmertz
Level 15

This year, I left a job where I had a 401K, to go back to school. My 401K was transferred into a rollover IRA. Should I have received a 1099-R? (I didn't get $ from it)

If a 401(k) was moved to an IRA in 2019, yes, the 401(k) plan is required to have provided a 2019 Form 1099-R.  Contact the 401(k) administrator to obtain the missing form.

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