Pension rollover contribution to IRA

[bln]

I did a rollover from a pension plan with my previous employer to my Traditional IRA.  On Form 5498 from the IRA custodian, it shows this rollover contribution amount on line 2.  However, I did not receive a 1099-R.  Do I need to report this rollover amount on my tax return?  If so, where does that go?  Thank you!

[DoninGA]

A direct trustee to trustee rollover is not reported on a tax return so you will not receive a Form 1099-R.

[bln]

Thank you!

[dmertz]

Assuming that the employer plan is not a SEP or SIMPLE IRA plan, the plan was required to issue a Form 1099-R for the rollover to the IRA.  This Form 1099-R is required to be reported on your tax return.  A direct rollover must have code G in box 7 of the Form 1099-R.

Because the Form 5498 show receipt of a rollover, there must be a corresponding Form 1099-R.

[bln]

The company's website says that the pension plan is a defined benefit pension plan under ERISA.  It is a very large, well known oil & gas company so I would fully expect them to send any required forms.

If I don't have the form from the company, do I simply fill out 1099-R to the best of my ability since I know the rollover amount?

[NCperson]

@bln - no - don't create it on your own.  Contact the adminsitrator and request it (or ask why they are not issuing one)  

[dmertz]

"The company's website says that the pension plan is a defined benefit pension plan under ERISA."

In that case, the plan was definitely required to issue a Form 1099-R for the distribution that was rolled over to the IRA.  As NCperson said, contact the plan to obtain the missing form.

[VolvoGirl]

Maybe if you can still log into your pension plan you can download the 1099R pdf.  

[bln]

I was thinking the same thing but no luck. I plan on calling this week to get more info and hopefully the form. Thanks all!