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Retirement tax questions
If you received a distribution from your retirement plan or pension, the pension administrator has a legal obligation to issue a form 1099-R which is sent to you and also to the IRS.
Have you reached out to the pension administration to ask for your form 1099-R? Without that form, you do not have all the information to add your pension distribution to your tax return.
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‎June 25, 2020
10:58 AM