Why sign in to the Community?

  • Submit a question
  • Check your notifications
Sign in to the Community or Sign in to TurboTax and start working on your taxes
New Member
posted Jul 23, 2025 11:55:22 AM

I received an IRS notice for retirement income that I do not recieve

0 2 1954
2 Replies
Level 15
Jul 23, 2025 5:22:11 PM

Can you explain your situation?

Level 15
Jul 23, 2025 5:34:35 PM

You need to get a IRS transcript of your account or ask them who the income is from.  Then contract the issuer why they sent the IRS a 1099R.    If it is legitimately yours they may have sent your 1099 copy to the wrong address.  If it’s for an account of yours you might be able to log in and download a pdf of the 1099R.   

Could be for many things.  Like an old 401K account that was liquidated when you left that employer.   Or did you roll over a 401K or IRA account to another account?   Or convert it to a ROTH IRA?   How old are you?   If you are over 72 you need to take a RMD from your accounts.  Maybe you forgot account an old account.