jamk_89
New Member

Retirement tax questions

Thanks, to be clear I received the interest in December 2020 and reported it on the 2020 tax return.  However, the IRS never sent a 1099 for 2020.  They lumped both interest amounts 2020 (received in 2020) and 2021 (received in 2021) on the 2021 1099.  Even tho i did not receive a 2020 1099, i still reported the income in 2020 because it was received in 2020.  The IRS included 2 years on one form for some reason.