I received a 1099-r form from previous 401k. I don’t seem to have anything taxable as all I did was transfer from one company to another. Do I have to submit this form?

griggio104 — Mon, 23 Feb 2026 09:54:02 GMT

I already sent my taxes to the IRS, as I didn’t know I was going to be receiving any other forms.

Re: I received a 1099-r form from previous 401k. I don’t seem to have anything taxable as all I d...

AnnetteB6 — Mon, 30 Jan 2023 15:20:59 GMT

As long as your Form 1099-R shows a distribution code 'G' in box 7, then you should not need to file an amended tax return.

Reporting the transfer of funds from one 401k to another would not change your previously filed tax return. As long as no portion of the money was actually distributed to you, you should just keep the Form 1099-R with your records in the event that the IRS has any questions.

topic I received a 1099-r form from previous 401k. I don’t seem to have anything taxable as all I did was transfer from one company to another. Do I have to submit this form? in Retirement tax questions

I received a 1099-r form from previous 401k. I don’t seem to have anything taxable as all I did was transfer from one company to another. Do I have to submit this form?

Re: I received a 1099-r form from previous 401k. I don’t seem to have anything taxable as all I d...