Re: My pension plan monthly installment statement has no Payer TIN

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?

posted

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.**

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.