Hit a Tax Roadblock and I don't know what to do

[Michael Lopez]

I am hoping there is an accountant that would be able to assist me with my question because I have hit a roadblock.

A couple of years ago I created a Solo 401K account using funds from a frozen pension which was rolled over into the Solo account with a check written out the name of the solos 401k.  The next year, as it always happens, needing the funds, the bank that was used for the 401k account was closed and that bank holding those funds wrote the check out directly to me which went into a personal account. (I contacted the bank and they stated that there is no distribution. the funds are released directly to me, but they suggested I contact the creator of the 401k)). (I am okay with that explanation)

I contacted the company that opened the 401k and they stated that the company I opened to that the 401k was through needs to create a 1099-R.(I am okay with that as well)

Do I just create a 1099-R? Is this just for formalities. I have to report the money and will do that, but the person who has been doing my taxes for almost 20 years is stating that my company never received those funds and is unable to create the 1099-R so he can't do it. 

At this point I am hoping there is accountant willing to answer this question for me. Would an accountant out there PM me in order for me to get this question answered?

I need to report these funds and want to be able to provide the gentleman that does my taxes with a clear explanation as to how to do it, 

It would be a tremendous help if someone can provide me an answer. 

So let me say this, the company that created the 401k was amazing and their staff is amazing. I just don't want to mention any names  because they were great.

[Dmitriy Fomichenko]

Michael,

It's the 401k plan that is required to issue a 1099-R, not the company that you own. Feel free to send me a PM and I will be happy to provide you further guidance (I want to make sure I fully and accurately understand your situation). You may need to amend your tax return if you already filed it but this issue should not be difficult to correct.