Question

Can I report $9000 we took out but didn't receive 1099R?

Forum|Forum|4 years ago
April 1, 2022
1 reply
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To clarify, tell us more details about the withdrawal and what type of account is it.

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gray6449Author

We usually take money from our annuity to supplement our Social security, (our only other income. We didn't apply in time to receive the money in 2021. A tax expert said we do not have to file since our income is only Social Security. Does this mean we do not send in a filing?

DoninGA

Employee

@gray6449 wrote:

We usually take money from our annuity to supplement our Social security, (our only other income. We didn't apply in time to receive the money in 2021. A tax expert said we do not have to file since our income is only Social Security. Does this mean we do not send in a filing?

If the Social Security benefits are the Only income to be reported on the tax return, then there is no reason or need to file a tax return.