Early retirement Jan 2019. Do not have W2 and draw a pension. Did not receive tax documents. I still have a dependent. How do I proceed?

icrestina · ‎April 4, 2021

VolvoGirl · ‎April 4, 2021

You should get a 1099R every year for it. They have to send it to you by Jan 31. Maybe they have your address wrong. Or you can probably get a copy online from your pension plan.

SteamTrain · ‎April 5, 2021

True...I no longer get 2 of my 1099-R forms in the mail....because I've set them up to be electronic only....so I only get them by downloading from my Online account as PDF files.

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*

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Early retirement Jan 2019. Do not have W2 and draw a pension. Did not receive tax documents. I still have a dependent. How do I proceed?

Early retirement Jan 2019. Do not have W2 and draw a pension. Did not receive tax documents. I still have a dependent. How do I proceed?

Early retirement Jan 2019. Do not have W2 and draw a pension. Did not receive tax documents. I still have a dependent. How do I proceed?

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Early retirement Jan 2019. Do not have W2 and draw a pension. Did not receive tax documents. I still have a dependent. How do I proceed?

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Early retirement Jan 2019. Do not have W2 and draw a pension. Did not receive tax documents. I still have a dependent. How do I proceed?

Early retirement Jan 2019. Do not have W2 and draw a pension. Did not receive tax documents. I still have a dependent. How do I proceed?

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