I am 64. I transferred my 401 k fund from one fund manager to another, and had a portion distributed to me in that process from the current fund manager. I have not received a 1099R for that distributed portion and when I contacted the current fund manager, they said that they do not send 1099R and that I should ask my tax person about how to declare the income.
... View more
We provide you with a way to opt-out of advertising activities on our websites
We leverage outside service providers who assist us with our marketing and advertising activities. Note: by opting-out of this tracking, you may still see Intuit advertisements, but they may not be tailored to your interests.