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Level 2
March 4, 2022
Solved

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

  • March 4, 2022
  • 4 replies
  • 51 views
did not receive a `099-R
Best answer by DoninGA

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.

4 replies

DoninGA
Level 15
DoninGALevel 15Answer
Level 15
March 4, 2022

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.

MaryK4
Level 15
March 4, 2022

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

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Level 2
March 8, 2022

check just listed TRUSTas payment source.?  

 

 

Alumni - Intuit
March 8, 2022

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