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January 21, 2025
Question

1099r pensionIf There is nothing listed in box 7 How do I proceed

  • January 21, 2025
  • 2 replies
  • 0 views
This is for retirement pension. Is there supposed to be a distribution code in box 7?

    2 replies

    DoninGA
    Employee
    January 21, 2025

    Look carefully on the Form 1099-R for box 7.  Is there the number 7 in or near the box?

     

    If there is no number in box 7 then you need to contact the plan administrator to get a corrected Form 1099-R as a code in box 7 is required.

    Employee
    January 21, 2025

    Given that this form is reporting distributions from a pension, a code 7 is almost certainly present in box 7.