I don’t get a 1099 from my retirement

Forum|Forum|1 year ago
January 28, 2025
2 replies
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How do l continue with my taxes

BillM223

Who is paying your retirement fundings? You mean they pay you a pension or whatever, but don't send you a W-2? That is irregular, to say the least.

Please explain to us your unusual situation.

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xmasbaby0

Employee

If you received retirement benefits from a pension plan etc. or took money from a retirement account like a 401k or IRA, you will receive a 1099R and it must be entered on your tax return. They have until January 31 to issue them. Often you can go on the plan's website to see them and/or print them out if you want to.

To enter your retirement income, Go to Federal> Wages and Income>Retirement Plans and Social Security>IRA 401 k) Pension Plan Withdrawals to enter your 1099R.

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**