Retirement tax questions

You would have to ask that question to the payer of the retirement to see what year they are reporting it to the IRS.    If 2020 then  they were required to send the 1099-R no later then Jan 31, 2021.

 

 If they will report it on a 2021 1099-R then it goes on your tax return next year.

 

If you think that is wrong, then you must work it out with the payer since they report it to the IRS.

 

 

**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.**