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Level 1
March 6, 2025
Question

I never got a Form 1099-R . What should I try. Phone calls and looking on line got me nowhere.

  • March 6, 2025
  • 2 replies
  • 46 views
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2 replies

DoninGA
Level 15
Level 15
March 6, 2025

If you had a distribution from a retirement account or an annuity in 2024 you should have received a Form 1099-R.  Contact the financial institution or the administrator of the account.

CatinaT1
Level 15
March 7, 2025

Who were you expecting to get a 1099-R from? You need to contact them. They are the only one who can provide the form for you.

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