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April 11, 2020
Question

I did not get a 1099-R but I made a hardship withdrawal. What do I do now?

  • April 11, 2020
  • 2 replies
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2 replies

macuser_22
Employee
April 11, 2020

From what?   If a 401(k) or similar retirement account in 2019 then a 1099-R was required by law to be issued no later then Jan31, 2020.   If you did not receive it then contact the plan trustee for a copy.

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
VolvoGirl
Employee
April 11, 2020

Could it have been a loan from the plan?  Are you paying it back?