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Get your taxes done using TurboTax
You do need to file it on your 2024. I would first check your online account for the 1099 and if it isn't there then call the company. If you have trouble reaching them file an extension and pay your best guesstimate of any amount you may owe.
When you call you will need not only the Payer's TIN but also your RMD amount along with the following from the 1099R:
Box 1 Gross distribution,
Box 2 Taxable amount,
2b if either box is checked "taxable amount not determined
Box 4 Federal Taxes withheld i (If any)
possibly Box 5 Employee contributions/ designated Roth contributions/ Insurance premiums
Box 7 Distribution Code AND if the box IRA/SEP/SIMPLE is checked
‎April 6, 2025
4:23 PM