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Asked 2/25/2008

where to look for 401k rollover information?

Would my previous company have any information about my 401k . I took my 401k when I left and rolled it over with a Bank into a IRA . I have called and written to the bank and the company and all I can get is one statement showing a withdrawal . I made 2 withdrawals from my 401k and want to know what tax was witheld . I dont have any paperwork everything was damaged in a flood .This all happened years ago now I need it as the irs says I owe more money .where else could I look for information right now I am searching some old bank records .

 
 
 
 
 
 
Answers

Answer 1/2 - Submitted 2/25/2008

Maybe the bank can give you the date of the deposit. If it was within 60 days of the withdrawal you do not have to pay taxes.

 
 

Answer 2/2 - Submitted 2/25/2008

The administrator of the 401K from the employer you left should have the information showing your disbursement. The bank with the new IRA should have copies of the 1099r the sent you showing the disbursements.

 
 
 
 

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