ColeenD3
Expert Alumni

Retirement tax questions

Yes, you have to report it as income. First, I would check to see why you did not get a reporting form. They may have overlooked it and it may have gotten lost.

 

If you did not receive a 1099-misc or W-2, then you can report this as miscellaneous income.

Select Federal TaxesWages & IncomeI'll Choose What to Work On

Scroll to Less Common Income, and select Miscellaneous Income, 1099-A, 1099-C

Select Other Reportable Income

Select Yes

Complete the information

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