topic I changed jobs and transferred my old 401k to the new 401k both held at Fidelity. Do I receive a 1099-R so I can put this on my tax return? in Retirement tax questions https://ttlc.intuit.com/community/retirement/discussion/i-changed-jobs-and-transferred-my-old-401k-to-the-new-401k-both-held-at-fidelity-do-i-receive-a-1099/01/3202945#M212736 Tue, 10 Feb 2026 11:15:20 GMT msamazing 2026-02-10T11:15:20Z I changed jobs and transferred my old 401k to the new 401k both held at Fidelity. Do I receive a 1099-R so I can put this on my tax return? https://ttlc.intuit.com/community/retirement/discussion/i-changed-jobs-and-transferred-my-old-401k-to-the-new-401k-both-held-at-fidelity-do-i-receive-a-1099/01/3202945#M212736 Tue, 10 Feb 2026 11:15:20 GMT https://ttlc.intuit.com/community/retirement/discussion/i-changed-jobs-and-transferred-my-old-401k-to-the-new-401k-both-held-at-fidelity-do-i-receive-a-1099/01/3202945#M212736 msamazing 2026-02-10T11:15:20Z Re: I changed jobs and transferred my old 401k to the new 401k both held at Fidelity. Do I receive a 1099-R so I can put this on my tax return? https://ttlc.intuit.com/community/retirement/discussion/re-i-changed-jobs-and-transferred-my-old-401k-to-the-new-401k-both-held-at-fidelity-do-i-receive-a/01/3202989#M212737 <P>Check with Fidelity, but I believe that, as long as this was a direct rollover of a 401k into a new 401k, it does not get a 1099-R. &nbsp;</P> Mon, 19 Feb 2024 19:59:19 GMT https://ttlc.intuit.com/community/retirement/discussion/re-i-changed-jobs-and-transferred-my-old-401k-to-the-new-401k-both-held-at-fidelity-do-i-receive-a/01/3202989#M212737 Opus 17 2024-02-19T19:59:19Z Re: I changed jobs and transferred my old 401k to the new 401k both held at Fidelity. Do I receive a 1099-R so I can put this on my tax return? https://ttlc.intuit.com/community/retirement/discussion/re-i-changed-jobs-and-transferred-my-old-401k-to-the-new-401k-both-held-at-fidelity-do-i-receive-a/01/3203124#M212749 <P>If these were independent employers, a Form 1099-R is probably required and should have code G in box 7.&nbsp; Your Forms 1099-R are available for download from the Fidelity website.</P> Mon, 19 Feb 2024 20:37:09 GMT https://ttlc.intuit.com/community/retirement/discussion/re-i-changed-jobs-and-transferred-my-old-401k-to-the-new-401k-both-held-at-fidelity-do-i-receive-a/01/3203124#M212749 dmertz 2024-02-19T20:37:09Z