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Level 1

Question

401k rollover into IRA

1 reply
12 views

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

Level 15

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.