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I am confused about what to put for my pension from northern trust company. I only have one form showing monthly amount gross and Year to date. No bixes on this form.

Forum|Forum|7 years ago
June 5, 2019
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Best answer by lwfickus

Sounds as though you have a regular pension distribution statement (end of year). Northern Trust issued 1099-R forms (not sure when, they are not dated). Envelope looks much like those used for normal distributions. They are marked as tax documents albeit in pretty much a normal font that can be easily overlooked. I had to search for same as I missed it when it arrived.

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lwfickusAnswer

Sounds as though you have a regular pension distribution statement (end of year). Northern Trust issued 1099-R forms (not sure when, they are not dated). Envelope looks much like those used for normal distributions. They are marked as tax documents albeit in pretty much a normal font that can be easily overlooked. I had to search for same as I missed it when it arrived.

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den6192Author

Can I get them to email me another as tax is fue Tuesday. I know gross amount and taxes taken but it is not a 1099 form. I am freaking out that I do not have it.