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New Member
posted Mar 6, 2025 12:47:36 PM

I never got a Form 1099-R . What should I try. Phone calls and looking on line got me nowhere.

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2 Replies
Level 15
Mar 6, 2025 12:49:44 PM

If you had a distribution from a retirement account or an annuity in 2024 you should have received a Form 1099-R.  Contact the financial institution or the administrator of the account.

Expert Alumni
Mar 7, 2025 6:27:41 AM

Who were you expecting to get a 1099-R from? You need to contact them. They are the only one who can provide the form for you.