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New Member
posted Feb 28, 2021 4:51:59 AM

Do I need a 1099 form for 1657.61.

Do i

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1 Replies
Expert Alumni
Feb 28, 2021 7:35:10 AM

Yes, you must report any disbursement from a retirement plan. If you did not receive a Form 1099-R, you can call your plan administrator or create a substitute with Form 4852. 

 

Please see this link Form 4852 for instructions.