turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

1099-R FORM FOR INHERITED 401K

I still have not received 1099-R form for an inherited 401K from my deceased mother account. The money was divided between 3 brothers. I did not  roll over my part, I took the cash and the federal taxes were taken out of the money that I received. I am concerned because the company told me they mailed the 1099-R forms out on 1-31-24 but I still have not received it in the mail.

x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

1 Reply
MaryK4
Employee Tax Expert

1099-R FORM FOR INHERITED 401K

You will have to contact the company to get another copy of the 1099-R.  They were due on January 31st so there has been more than enough time for mail delivery.  If you are able to, contact one of your brothers to see if they received the form.  

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question