Sign Up

Why sign in to the Community?

  • Submit a question
  • Check your notifications
or and start working on your taxes
cancel
Showing results for 
Search instead for 
Did you mean: 
sammecham70
New Member

I pulled out my 401k a couple of months ago, and I do not remember them sending me a 1099-r form, and I can't seem to find a way to access it online. What should I do?

 
1 Best answer

Accepted Solutions
AnthonyC
Level 7

I pulled out my 401k a couple of months ago, and I do not remember them sending me a 1099-r form, and I can't seem to find a way to access it online. What should I do?

It's highly likely that they just haven't sent you the form yet.  It's still very early in the tax season and the deadline to send these forms to taxpayers isn't until Jan 31st.  (Its also probably why you can't find it online yet - because it hasn't been generated for distribution yet).  Your best bet is to just wait.  If you don't receive it by early February, then call your 401k servicer (the company you got the distribution from).

View solution in original post

4 Replies
AnthonyC
Level 7

I pulled out my 401k a couple of months ago, and I do not remember them sending me a 1099-r form, and I can't seem to find a way to access it online. What should I do?

It's highly likely that they just haven't sent you the form yet.  It's still very early in the tax season and the deadline to send these forms to taxpayers isn't until Jan 31st.  (Its also probably why you can't find it online yet - because it hasn't been generated for distribution yet).  Your best bet is to just wait.  If you don't receive it by early February, then call your 401k servicer (the company you got the distribution from).

View solution in original post

fanfare
Level 15

I pulled out my 401k a couple of months ago, and I do not remember them sending me a 1099-r form, and I can't seem to find a way to access it online. What should I do?

fidelity and TD ameritrade put their forms online yesterday. Others could take longer.
Vanguard is slow.
sammecham70
New Member

I pulled out my 401k a couple of months ago, and I do not remember them sending me a 1099-r form, and I can't seem to find a way to access it online. What should I do?

Thank you both! This was very helpful!
VolvoGirl
Level 15

I pulled out my 401k a couple of months ago, and I do not remember them sending me a 1099-r form, and I can't seem to find a way to access it online. What should I do?

I got my Vanguard 1099R yesterday 1/18 in the mail.
Dynamic AdsDynamic Ads
v
Privacy Settings