401K Direct Rollover

Hello, I have a client that rolled over their Ind 401K to a non-proto type retirement plan, I know my custodian provides a annual 5500 on the Ind 401K to show contributions but for a rollover should they also be proving a 1099-R showing the funds leaving the account?

Any help would be greatly appreciated. Thank you.



Yes, the 1099R is required.



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