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June 1, 2019
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When shouldn't I file my 1099-R?

  • June 1, 2019
  • 1 reply
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I received checks from my 401K plan but the checks expired and I never transferred the money anywhere or received actual cash. I will eventually transfer the money to a local IRA account but want to know if I am still required to file the 1099-R?
Best answer by Patrice11

Yes, you are still required to file the 1099-R.

1 reply

Patrice11Answer
Employee
June 1, 2019

Yes, you are still required to file the 1099-R.