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Level 2
posted Feb 2, 2022 4:53:30 PM

Do I receive more than one 1099-R for a 401(k) to IRA rollover?

I completed a nontaxable rollover from 401(k) administrator "A" to IRA administrator "B". I received a 1099-R from administrator A. Will I also receive a 1099-R from administrator B that I will need to enter? If not, I can file my taxes, otherwise I need to wait. Thanks for your help!

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1 Best answer
Level 15
Feb 2, 2022 4:56:41 PM

You will only receive the one 1099-R from 'A' since that was the account where then funds were withdrawn for the rollover.

2 Replies
Level 15
Feb 2, 2022 4:56:41 PM

You will only receive the one 1099-R from 'A' since that was the account where then funds were withdrawn for the rollover.

Level 2
Feb 2, 2022 5:23:08 PM

Great, thanks for help!