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Level 1
March 9, 2022
Question

401k rollover into IRA

  • March 9, 2022
  • 1 reply
  • 7 views

Hi, I rolled 4 401k plans into a Traditional IRA.  How do I account for this and what forms do I need?

    1 reply

    DoninGA
    Level 15
    Level 15
    March 9, 2022

    You should have received a Form 1099-R from the plan administrator who transferred the 401(k) funds to the IRA.  The Form 1099-R has to be entered on your tax return.  If you did not receive the 1099-R contact the plan administrator.