Dleahy
New Member

I did not get a 1099-R but I made a hardship withdrawal. What do I do now?

 

Retirement tax questions

From what?   If a 401(k) or similar retirement account in 2019 then a 1099-R was required by law to be issued no later then Jan31, 2020.   If you did not receive it then contact the plan trustee for a copy.

**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.**

Retirement tax questions

Could it have been a loan from the plan?  Are you paying it back?