lucky_ducker t1_ja8jmca wrote on February 27, 2023 at 5:16 PM

Reply to comment by unthused in Old 401k and taxes; figuring out options and how much I may have screwed myself by unthused

>So if it was moved to an IRA, which is evidently taxable, do I have access to those funds to pay the tax burden?

A direct transfer from 401(k) to IRA - or 401(k) to a different 401(k) - is not a taxable event at all.

A 1099 showing a distribution does not imply that it was a taxable event. You do need to figure out where the funds ended up, in case the IRS wants to know.