My pension plan monthly installment statement has no Payer TIN
The statement is not a 1099R its just a statement with no payer TIN. How do I enter this in income?
02409
2 Replies
xmasbaby0
Level 15
Mar 23, 2024 10:32:32 AM
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.
DoninGA
Level 15
Mar 23, 2024 10:32:33 AM
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.