topic On the 1040A, where/how do I report a rollover from a 401K Plan to a traditional IRA. I did not receive a 1099-R for this transaction. Only a letter from the 401K provider documenting the rollover. in Retirement tax questions

On the 1040A, where/how do I report a rollover from a 401K Plan to a traditional IRA. I did not receive a 1099-R for this transaction. Only a letter from the 401K provider documenting the rollover.

bigbluefrombv — Thu, 06 Jun 2019 09:20:35 GMT

If you didn't receive a form 1099-R, then you probably di...

KatrinaB — Thu, 06 Jun 2019 09:20:38 GMT

If you didn't receive a form 1099-R, then you probably did a trustee to trustee transfer of the funds. In this case, you will not need to report anything on your tax return.

Only trustee-to-trustee transfers from one IRA to another...

dmertz — Thu, 06 Jun 2019 09:20:40 GMT

Only trustee-to-trustee transfers from one IRA to another of the same type are not reportable. Since a 401(k) is involved, the plan is required to report it in Form 1099-R or it's equivalent (a substitute format that qualifies as a Form 1099-R).

The 401(k) plan must issue a Form 1099-R for this distrib...

dmertz — Thu, 06 Jun 2019 09:20:41 GMT

The 401(k) plan must issue a Form 1099-R for this distribution. If the document provided by the plan is not simply a Form 1099-R provided in a nonstandard format, including the distribution code, contact the 401(k) plan to obtain the missing form.