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October 13, 2023
Question

1099-R for 2022

  • October 13, 2023
  • 1 reply
  • 0 views

did not receive 1099-R for [removed]

1 reply

VolvoGirl
Employee
October 13, 2023

Were you suppose to get one?  Did you take a withdrawal or do a rollover?  Ask the  plan for another copy or maybe you can log into your retirement account and download a copy.   If you had one for 2021 that transferred over and you don't have a 1099R again for this year you can just delete it.