Tlc1988
New Member

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