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New Member
posted Jun 4, 2019 10:34:19 PM

I get pension from my deceased husband and federal tax is withheld but they do not send a 1099R. Do I need to claim this if they don't send a 1099?

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1 Replies
New Member
Jun 4, 2019 10:34:21 PM

Yes, you need to report this income. The IRS is expecting to see this income and withholding on your return. Contact the pension company and have them mail you a reprint.