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New Member
posted Jan 28, 2025 1:48:04 PM

I don’t get a 1099 from my retirement

How do l continue with my taxes

0 2 907
2 Replies
Expert Alumni
Jan 28, 2025 1:53:10 PM

Who is paying your retirement fundings? You mean they pay you a pension or whatever, but don't send you a W-2? That is irregular, to say the least.

 

Please explain to us your unusual situation.

Level 15
Jan 28, 2025 1:54:01 PM

If you received retirement benefits from a pension plan etc. or took money from a retirement account like a 401k or IRA, you will receive a 1099R and it must be entered on your tax return.   They have until January 31 to issue them.   Often you can go on the plan's website to see them and/or print them out if you want to.

 

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.