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New Member
posted Jan 5, 2025 2:53:48 PM

what is 1099-r?

I didn;t receive a 1099-R

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1 Best answer
Level 15
Jan 5, 2025 3:01:21 PM

You get a 1099R if you get a pension or take a IRA or 401k withdrawal or rollover or conversion.  They have until Jan 31 to send it to you.  Why are you asking?  Here  is a blank 1099R

https://www.irs.gov/pub/irs-pdf/f1099r.pdf 

 

 

1 Replies
Level 15
Jan 5, 2025 3:01:21 PM

You get a 1099R if you get a pension or take a IRA or 401k withdrawal or rollover or conversion.  They have until Jan 31 to send it to you.  Why are you asking?  Here  is a blank 1099R

https://www.irs.gov/pub/irs-pdf/f1099r.pdf