Haven't gotten 1099 from pension plan have 2021 can I use these numbers? Only thing changed was different bank handles the pension

linneamoody · ‎February 7, 2024

xmasbaby0 · ‎February 7, 2024

NO. Wait for your 1099R. Financial institutions usually have 1099R's ready by late January to mid-February. Often they are available for you to print or see online before they are formatted for importing into software. Check your plan's website to see if yours is available to print.

To enter your retirement income, Go to Federal> Wages and Income>Retirement Plans and Social Security>IRA 401 k) Pension Plan Withdrawals to enter your 1099R.

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**

DianeW777 · ‎February 7, 2024

No. Until you get the 2023 Form 1099-R you should not file your return with last year's form. The federal withholding could be different and also the bank will have a different employer identification number (EIN).

Contact the bank that makes the payment to request a copy.

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Haven't gotten 1099 from pension plan have 2021 can I use these numbers? Only thing changed was different bank handles the pension