topic Re: Do I need a 1099-R from a Pension Plan Distribution 7 in Retirement tax questions

Do I need a 1099-R from a Pension Plan Distribution 7

tuscanstyle- — Mon, 09 Mar 2026 09:10:58 GMT

did not receive a `099-R

Re: Do I need a 1099-R from a Pension Plan Distribution 7

DoninGA — Fri, 04 Mar 2022 00:55:19 GMT

Did you receive a distribution from the pension plan in 2021? If not, then you will not receive a 1099-R and you have nothing to report concerning the pension;

If you did receive a distribution in 2021 then you have to contact the plan administrator to get the Form 1099-R.

Re: Do I need a 1099-R from a Pension Plan Distribution 7

MaryK4 — Fri, 04 Mar 2022 01:01:10 GMT

Can you clarify if it was a trustee to trustee rollover? @tuscanstyle-

Re: Do I need a 1099-R from a Pension Plan Distribution 7

tuscanstyle- — Tue, 08 Mar 2022 22:06:28 GMT

check just listed TRUSTas payment source.?

Re: Do I need a 1099-R from a Pension Plan Distribution 7

JillS56 — Tue, 08 Mar 2022 22:25:29 GMT

Please clarify what "check just listed TRUST as payment source".