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June 4, 2019
Question

I borrowed money from my retirement plan which I pay back monthly. When I check the website it says I do not have any tax documents. Should I have a 1099-R?

  • June 4, 2019
  • 1 reply
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    1 reply

    Employee
    June 4, 2019

    No. As long as you make the payments, there are no tax consequences for taking a loan from your retirement plan.