https://ttlc.intuit.com/community/state-taxes/discussion/re-1099-r/01/2875734#M137841 <P>Wait until next year. The IRS goes by calendar year. If you rolled over your 401(k) into an IRA in 2023, then your 401(k) provider will send you a 1099-R next year.</P> Sat, 11 Feb 2023 02:59:17 GMT ErnieS0 2023-02-11T02:59:17Z https://ttlc.intuit.com/community/state-taxes/discussion/1099-r/01/2875714#M137838 <P>I lost my job in 2022. In January 2023 I rolled over my 401-k to an IRA. I did not receive a 1099-r. Do I still need to report the rollover or wait till next year.&nbsp;</P> Mon, 23 Feb 2026 12:49:18 GMT https://ttlc.intuit.com/community/state-taxes/discussion/1099-r/01/2875714#M137838 jonela1593 2026-02-23T12:49:18Z https://ttlc.intuit.com/community/state-taxes/discussion/re-1099-r/01/2875728#M137839 <P>since it was done in 2023 that's the year to report it</P> Sat, 11 Feb 2023 02:55:53 GMT https://ttlc.intuit.com/community/state-taxes/discussion/re-1099-r/01/2875728#M137839 Mike9241 2023-02-11T02:55:53Z https://ttlc.intuit.com/community/state-taxes/discussion/re-1099-r/01/2875734#M137841 <P>Wait until next year. The IRS goes by calendar year. If you rolled over your 401(k) into an IRA in 2023, then your 401(k) provider will send you a 1099-R next year.</P> Sat, 11 Feb 2023 02:59:17 GMT https://ttlc.intuit.com/community/state-taxes/discussion/re-1099-r/01/2875734#M137841 ErnieS0 2023-02-11T02:59:17Z