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401k rollover filed in wrong state

Hi so I rolled over my 401k to Roth last year. I accidentally used my temporary address for it so now they issued me a  1099-R with my temporary address/State. I called ADP and they said they can't change the address. Will I be in trouble for this?

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3 Replies
MinhT1
Expert Alumni

401k rollover filed in wrong state

No, if you have other information proving that your state of residence is not the address shown on your form 1099-R.

 

 

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401k rollover filed in wrong state

Should a monthly apartment rent be ok? I travel for work so I’m mostly out of my home state. 

MinhT1
Expert Alumni

401k rollover filed in wrong state

Yes, that would be one element of proof.

 

However, if you live in more than one home, there are other factors to consider. These factors are:

 

  • The address where you are registered to vote.
  • The address you use on your federal and state tax returns.
  • The address listed on your driver’s license or car registration.
  • The address on file with the U.S Postal Service.
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