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Level 2
June 28, 2020
Question

What determines when I began receiving regular pension payments?

  • June 28, 2020
  • 2 replies
  • 13 views

I applied for my pension in 2018 and my pension officially started in November.  However, I did not begin to receive regular payments until 2019.  Should I say that payments began in 2018 or 2019? Since the questions asks about payments rather than when the pension started, I think the answer is 2019 but I want to be sure.

Thanks.

2 replies

macuser_22
Alumni - Champ
Alumni - Champ
June 28, 2020

You should have a 1099-R for the year that you first received the pension.  If you did not get a 2018 1099-R then there were no 2018 payments.

**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.**
catbill76Author
Level 2
June 28, 2020

OK. Thank you.