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February 25, 2024
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I have document from my 401k it's not a tax document just about 10 pages explaining the percentages and what I have in there where do I find the 1099 at? I need help

  • February 25, 2024
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Where can I find my 1099 document for my 401k that got rolled over? Can anyone please help me with this? I have paperwork but it's just percentages and what I have in there. I don't know how to get this.
Best answer by dmertz

If your rolled over a 401(k) to another retirement account, the 401(k) plan administrator is required to have made available to you by January 31 a Form 1099-R that reports that distribution.  Contact the plan administrator to obtain this Form 1099-R.

1 reply

dmertzAnswer
Employee
February 25, 2024

If your rolled over a 401(k) to another retirement account, the 401(k) plan administrator is required to have made available to you by January 31 a Form 1099-R that reports that distribution.  Contact the plan administrator to obtain this Form 1099-R.