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I did not retcieve a 1099-R form but i did take money from my IRA in 2020
I did not receive a 1099-R and I took money out of my IRA in 2020
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February 9, 2021
9:57 AM
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Retirement tax questions
Contact the plan administrator to get the 1099-R.
February 9, 2021
9:58 AM
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Retirement tax questions
.......check the account at your IRA provider too....some people have set their accounts to only have e-forms and not mailed out....and you may have done this for your account.
I get 3 1099-R forms this year, and have to log into my accounts to download the 1099-Rs as PDF files, because I didn't want them sent by mail.
____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
February 9, 2021
10:57 AM