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Retirement tax questions
Regarding your question, the deadlines for filing Forms 1099-R and 1099-INT are as follows:
- Form 1099-R: Deadline is January 31 of the year following the distribution.
- Form 1099-INT: Deadline is January 31 of the year following the interest payment.
- Tax Return Deadline: Report income by April 15 of the following year.
- Amended Returns: You have three years to claim a refund or correct your tax return.
If you received Forms 1099-R and 1099-INT for income in 2024, you should report this income on your 2024 tax return, which is due by April 15, 2025. The three-year period refers to the statute of limitations for claiming a refund or making corrections to your tax return
For more details, you can visit the IRS website
‎February 12, 2025
8:18 PM