This is a question I have gotten from a number of my clients this year. A 1099 is the tax form sent out by investment companies for taxable gains and income. We all know that if you roll your 401(k) to an IRA, this is a non-taxable event. The 1099 that my clients have been receiving is a 1099-R, indicating that the funds were rolled over and this is a non-taxable event. Please, do not panic if you have processed a rollover and get a 1099.

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