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.
Permalink Submitted by Alan - IRA critic on Fri, 2022-10-21 17:39
Yes, the 1099R is required.