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February 17, 2025
Question

1099-R FORM FOR INHERITED 401K

  • February 17, 2025
  • 1 reply
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I still have not received 1099-R form for an inherited 401K from my deceased mother account. The money was divided between 3 brothers. I did not  roll over my part, I took the cash and the federal taxes were taken out of the money that I received. I am concerned because the company told me they mailed the 1099-R forms out on 1-31-24 but I still have not received it in the mail.

    1 reply

    February 17, 2025

    You will have to contact the company to get another copy of the 1099-R.  They were due on January 31st so there has been more than enough time for mail delivery.  If you are able to, contact one of your brothers to see if they received the form.