SabrinaD2
Employee Tax Expert

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