401k Early Withdrawal without 1099-R
Griffin
Member Posts: 1 Newcomer
Hello! I rolled a 401k account into an IRA and received a 1099-R for this.
After the account was roller over, there was ~20 dollars left over in the account that was cashed out and sent to me as a check. I did not receive a 1099-R for this.
From what I've read, you can send this to your IRA manager within 60 days of receiving the check and they can contribute it to your IRA without penalty. I missed the window on this option.
Otherwise you can report it on your taxes with Form 5329 without a 1099-R. How can I do this in FreeTaxUSA?
Any guidance would be appreciated! Thanks in advance for your help.
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Answers
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When did you receive the $20? Was it in 2024 or in 2025?
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