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I left my last job, the 401k contribution was distributed to me by Fidelity since the balance is below 1000, but I didn't find the tax form when i logged into my Fidelity

Forum|Forum|6 years ago
June 6, 2020
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because distribution is only $64.55, I'm not sure if I should contact Fidelity for a tax form. and how do i report this distribution

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Best answer by macuser_22

Contact the plan administrator for a copy for the 1099-R that is required for a distribution of $10 or more per the IRS instructions.

Specific Instructions for Form 1099-R
File Form 1099-R, Distributions From Pensions, Annuities,
Retirement or Profit-Sharing Plans, IRAs, Insurance
Contracts, etc., for each person to whom you have made
a designated distribution or are treated as having made a
distribution of $10 or more from profit-sharing or
retirement plans, any individual retirement arrangements
(IRAs), annuities, pensions, insurance contracts, survivor
income benefit plans, permanent and total disability
payments under life insurance contracts, charitable gift
annuities, etc.

macuser_22Answer

Employee

Contact the plan administrator for a copy for the 1099-R that is required for a distribution of $10 or more per the IRS instructions.

Specific Instructions for Form 1099-R
File Form 1099-R, Distributions From Pensions, Annuities,
Retirement or Profit-Sharing Plans, IRAs, Insurance
Contracts, etc., for each person to whom you have made
a designated distribution or are treated as having made a
distribution of $10 or more from profit-sharing or
retirement plans, any individual retirement arrangements
(IRAs), annuities, pensions, insurance contracts, survivor
income benefit plans, permanent and total disability
payments under life insurance contracts, charitable gift
annuities, etc.

**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.**