Is there a deadline to receive 1099R?

cafemocha16 · ‎January 30, 2024

xmasbaby0 · ‎January 30, 2024

They usually are available by end of January but it is sometimes later before they are available for importing into tax software. If you are in a hurry --- see if your statements are on the plan's website and key it in by hand if it is not yet formatted for importing.

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**

SteamTrain · ‎January 30, 2024

.........and if it normally comes in the mail...it might be the end of the first full week in February before it wends its way thru the Postal Service.

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*

cafemocha16 · ‎February 2, 2024

Thank you, it came in the mail Jan. 31!

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Is there a deadline to receive 1099R?