I had a small 401k that i closed out due to hardship. I have been on SSI for a few years. I did not get a 1099-r form, but i do have some info. can someome please help?

pghpeggie · ‎April 11, 2024

xmasbaby0 · ‎April 11, 2024

You need the 1099R. You can get it from the plan ---if you knew how to take out your money you know how to contact the plan. We do not know what you mean by "small"---since that is a relative term.

You must file a federal return if half your SS or RRTA benefits plus your other income exceeds

Single, HOH, or qualifying widower $25,000

Married filing Jointly $32,000

Married filing Separately $0

Who has to file?

http://www.irs.gov/uac/Do-I-Need-to-File-a-Tax-Return%3F

**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.**

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I had a small 401k that i closed out due to hardship. I have been on SSI for a few years. I did not get a 1099-r form, but i do have some info. can someome please help?