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Returning Member
posted Mar 3, 2022 4:46:32 PM

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

did not receive a `099-R

0 4 899
1 Best answer
Level 15
Mar 3, 2022 4:55:19 PM

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
Level 15
Mar 3, 2022 4:55:19 PM

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.

Employee Tax Expert
Mar 3, 2022 5:01:10 PM

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

Returning Member
Mar 8, 2022 2:06:28 PM

check just listed TRUSTas payment source.?  

 

 

Expert Alumni
Mar 8, 2022 2:25:29 PM

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