turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

I have received a Retirement Account Statement. Should I be receiving a 1099-R too?

 
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

2 Replies

I have received a Retirement Account Statement. Should I be receiving a 1099-R too?

Only if you took a distribution from it or rolled it over to another account.
Anita01
New Member

I have received a Retirement Account Statement. Should I be receiving a 1099-R too?

The statement may show things that are usually not reported on your tax return at all, such as changes in the value of your account.  If you did not withdraw any funds, you will receive only your statement and no 1099-R.  If the statement shows a distribution, you'll receive a 1099-R for that.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question
Manage cookies