Skip to main content
April 15, 2024
Question

What is a 1099-R? I do not have one from my employer of retirement account holder, and I'm not sure who I should expect one from

  • April 15, 2024
  • 1 reply
  • 0 views
No text available

1 reply

VolvoGirl
Employee
April 15, 2024

You get a 1099R if you took a distribution or withdrawal from a retirement account or a IRA or 401K etc.  Or did a Rollover to another account or Converted it to a ROTH account.  Might be a couple other reasons.   Did you do anything with your account?  Contributing doesn't count.