The company sent it to me because total amount was under their declared amount to keep it in, but I did not request a distribution.
02557
1 Best answer
Texas Roger
Level 15
Jun 6, 2019 4:13:40 AM
Regardless of whether you asked for it or not, it must be entered on your tax return. You could have avoided taxes by rolling it over to an IRA within 60 days.
Enter the 1099-R you should have received and answer the follow up questions.
2 Replies
Texas Roger
Level 15
Jun 6, 2019 4:13:40 AM
Regardless of whether you asked for it or not, it must be entered on your tax return. You could have avoided taxes by rolling it over to an IRA within 60 days.
Enter the 1099-R you should have received and answer the follow up questions.
ladywriter210
New Member
Jun 6, 2019 4:13:42 AM
Thank you Texas Roger--I figured that would be the case, but wanted to ask just in case.