Vanessa A
Expert Alumni

Retirement tax questions

No.  You will need to include all income from all sources on your return.  So you will need to wait  until you receive the 1099-R to file your taxes.  They are supposed to be sent out by January 31st.  If you do not receive it by then, you will need to contact your plan administrator to get one. It is also possible that your plan administrator has gone to electronic 1099-R's meaning you may have to log in to see yours.  Again, please check with your plan administrator to see if this is the case. 

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