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Level 1
March 23, 2024
Question

My pension plan monthly installment statement has no Payer TIN

  • March 23, 2024
  • 2 replies
  • 42 views
The statement is not a 1099R its just a statement with no payer TIN. How do I enter this in income?

2 replies

Level 15
March 23, 2024

If you are getting monthly pension benefits then you should have a 1099R.  You need to get it from the plan or from their website.   

 

 

**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.**
DoninGA
Level 15
Level 15
March 23, 2024

Contact the Payer of the pension.  They are required to provide you a Form 1099-R for the pension income received for the year.  They are also required to provide the IRS the same information using Form 1099-R.