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posted Apr 15, 2024 8:29:04 PM

Should I have a 1099-Misc for a United Welfare Fund-Security Plan ,This plan does pay out over a 10 year period ? My question is how do I claim it?

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1 Replies
Level 11
Apr 17, 2024 8:17:20 AM

@TiredOfBS1 

United Welfare Fund provides insurance reimbursements and pension plans, I'm not sure what else.

If it is medical reimbursements, it would just reduce your medical expenses that you can claim.

If it is some type of pension plan you should have received a 1099-R for any distributions made to you.  So many companies are electronic these days so perhaps you need to sign on to get a copy of your tax forms.

 

Please provide any added information if you need further assistance.