- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
Yes. A 1099-R for any 2020 401(k) distribution was required to be sent to you no later than Jan 31, 2021 and MUST be on your 2020 tax return. If not, then you will receive a big bill from the IRS and the tax paid will not be credited to you.
Contact the plan administrator for a copy - it might have been lost in the mail.
**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.**
‎February 28, 2021
8:14 AM