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Where do I enter a direct rollover from 401k to a new opened IRA account? I did not receive any 1099 form.

 
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New Member

Where do I enter a direct rollover from 401k to a new opened IRA account? I did not receive any 1099 form.

The plan administrator of a 401(k) must always issue a Form 1099-R for a direct rollover from a 401(k) to an IRA.  

 

[Edited 03.24.20 | 11:37 am]

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New Member

Where do I enter a direct rollover from 401k to a new opened IRA account? I did not receive any 1099 form.

The plan administrator of a 401(k) must always issue a Form 1099-R for a direct rollover from a 401(k) to an IRA.  

 

[Edited 03.24.20 | 11:37 am]

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Level 15

Where do I enter a direct rollover from 401k to a new opened IRA account? I did not receive any 1099 form.

This would be true if this was a trustee-to-trustee transfer of one IRA to another IRA.  However, the plan administrator of a 401(k) must *always* issue a Form 1099-R for a direct rollover from a 401(k) to an IRA.  Contact the 401(k) plan administrator to obtain the missing Form 1099-R.
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New Member

Where do I enter a direct rollover from 401k to a new opened IRA account? I did not receive any 1099 form.

You are right! Meanwhile I called and already received the form via email. Thank you so much!