My pension plan with a previous employer required a mandatory cash out...does this need to be added? If so, where is it added? I didn't receive any forms.

pitame5678 · ‎June 4, 2019

macuser_22 · ‎June 4, 2019

If this was in 2016, then they were required by law to issue you a 1099-R by Jan 31, 2017 to report it. You should contact the payer of the distribution for a copy of the form. That is taxable income and must be on your tax return, but you need the 1099-R to report it.

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**

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pitame5678 · ‎June 4, 2019

Thank you!

macuser_22 · ‎June 4, 2019

If this was in 2016, then they were required by law to issue you a 1099-R by Jan 31, 2017 to report it. You should contact the payer of the distribution for a copy of the form. That is taxable income and must be on your tax return, but you need the 1099-R to report it.

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**

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My pension plan with a previous employer required a mandatory cash out...does this need to be added? If so, where is it added? I didn't receive any forms.