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View Full Version : Loan Payoff at 401k rollover


Jbert
Feb 2, 2007, 09:42 AM
Our plan administrates paid off an existing loan in my 401K before it was rolled over to an IRA. As of today feb 2, I have not received a 1099R. All other withdrawals from the rollover IRA I have received the 1099R's. QUESTION IS: Should I receive a 1099R for the loan payoff also.


THANKS


Jim

AtlantaTaxExpert
Feb 2, 2007, 10:13 PM
Probably not. Contact the plan administrator to be sure.