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Level 2

Solved

Do I need a 1099-R from a Pension Plan Distribution 7

4 replies
53 views

did not receive a `099-R

TurboTax Premier Online

Level 15

Did you receive a distribution from the pension plan in 2021? If not, then you will not receive a 1099-R and you have nothing to report concerning the pension;

If you did receive a distribution in 2021 then you have to contact the plan administrator to get the Form 1099-R.

Answer

Level 15

Did you receive a distribution from the pension plan in 2021? If not, then you will not receive a 1099-R and you have nothing to report concerning the pension;

If you did receive a distribution in 2021 then you have to contact the plan administrator to get the Form 1099-R.

Alumni - Intuit

Can you clarify if it was a trustee to trustee rollover? @tuscanstyle-

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tuscanstyle-Author

Level 2

check just listed TRUSTas payment source.?

Alumni - Intuit

Please clarify what "check just listed TRUST as payment source".