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Level 1
June 3, 2019
Question

Whats a distribution from a retirement plan

  • June 3, 2019
  • 1 reply
  • 16 views
401(k) with Fidelity Investments.  I retired 06/30/2015.  All monies rolled into Rollover IRA.  Received a retirement plan distribution of $15.65 in 2016.

1 reply

macuser_22
Alumni - Champ
Alumni - Champ
June 3, 2019

You should receive a 1099-R for the distribution.   A fifteen dollar distribution from a retirement account does not make much sense though - why a $15 distribution?

**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.**