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Anonymous
April 1, 2020
Question

I need info to see if I need to file a 1099 R from Retirement Savings $1000.

  • April 1, 2020
  • 1 reply
  • 0 views
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1 reply

VolvoGirl
VolvoGirl
Employee
April 1, 2020

Yes, if you are filing a tax return you need to report all your 1099 forms and all your income no matter how small.

A
Anonymous
April 1, 2020

Thanks for quick answer,  I am confused because when the plan sent me a check I think it had taxes already deducted.  In my opinion then they are already paid.  But I have been trying to get a copy of that 1099R I think they sent.  It should be online with Merril Lynch but and requested a copy but not received in order to input the info into the tax file here.

Thx

A
Anonymous
April 1, 2020

This was a Retirement Savings Plan, not sure if that is still a 401 K.

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