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wcross
New Member

I took an early withdrawal from my 401(k). I did not recieve a 1099-R and have been told I will not be receiving one. how do I report this income?

 
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3 Replies

I took an early withdrawal from my 401(k). I did not recieve a 1099-R and have been told I will not be receiving one. how do I report this income?

If the distribution was NOT a loan, then the payer of the distribution is required by law to provide you a Form 1099-R for the distribution made in 2019.

Contact the payer and request the Form 1099-R.  If they refuse to provide the 1099-R the follow the steps in the this IRS Tax Topic - https://www.irs.gov/taxtopics/tc154

wcross
New Member

I took an early withdrawal from my 401(k). I did not recieve a 1099-R and have been told I will not be receiving one. how do I report this income?

Thanks for the reply. Is the payer considered the company I worked for or Morgan Stanley who issued the check? @DoninGA 

I took an early withdrawal from my 401(k). I did not recieve a 1099-R and have been told I will not be receiving one. how do I report this income?

It would be Morgan Stanley since they are the payer and probably the administrator of the 401(k) account.

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