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Updated almost 10 years ago,

User Stats

6
Posts
1
Votes
William Behm
  • Bush, KY
1
Votes |
6
Posts

No 1099-R issued from previous custodian after Rollover

William Behm
  • Bush, KY
Posted

I created a new Solo 401k in 2014. During 2014 I rolled over an existing 401k, Pension, and IRA; all three held at different institutions.

The first two institutions issued a 1099-R with Distribution Code: G which is what I expected. But the latter company for the IRA did not. They have stated that because this was a Custodian to Custodian 'transfer' that they do not issue a 1099-R.

Does this seem accurate or do I need to press them on this issue?