That's probably okay.
You should have a W-2 if you worked for the company during the year 2023, but the 1099-R form for your retirement will be issued by the plan administrator or a Brokerage firm.
If you want to be sure it has shown up, you can see your tax form:
You can preview your tax return by going to:
- On the menu bar on the left that shows.
- Select Tax Tools
- On the drop-down select Tools
- On the popup menu
- Select View Tax Summary
- On the left sidebar
- Select Preview my 1040.
- Pension income is on line 5a
- Taxable Pension is on 5b
Some key numbers on your 1040 tax return are:
Line 15 - Taxable Income
Line 24 - Total Tax.
Line 25 d - Withholdings.
Line 26 - Estimated tax payments
Line 33 - Payments including Credits.
Line 34 - Overpayments.
Line 37 - Tax owed.
Please contact us again with any questions, and provide some additional details.
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