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

tuscanstyle- · ‎March 3, 2022

did not receive a `099-R

DoninGA · ‎March 3, 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.

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DoninGA · ‎March 3, 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 · ‎March 3, 2022

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

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tuscanstyle- · ‎March 8, 2022

check just listed TRUSTas payment source.?

JillS56 · ‎March 8, 2022

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

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