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New Member
posted Apr 15, 2025 5:40:55 PM

2024 withdrawal/distribution from my Traditional IRA at 60. NO 1099R only my bank statement. Fed tax charged/collected do I file for state tax even though no 1099R?

I received a Retirement Account Statement for Traditional IRA withdrawal/distribution but no 1099R why?

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1 Best answer
Level 15
Apr 15, 2025 6:42:42 PM

Contact the bank to obtain the missing 2024 Form 1099-R.  They are required to have issued one if you took a distribution from your IRA in 2024.

1 Replies
Level 15
Apr 15, 2025 6:42:42 PM

Contact the bank to obtain the missing 2024 Form 1099-R.  They are required to have issued one if you took a distribution from your IRA in 2024.