topic My previous employer sent me a 1099-R, I did not take this money out of any account. Will I need to pay this money back? in Retirement tax questions https://ttlc.intuit.com/community/retirement/discussion/my-previous-employer-sent-me-a-1099-r-i-did-not-take-this-money-out-of-any-account-will-i-need-to/01/3171314#M210415 Wed, 11 Feb 2026 04:17:31 GMT sophiamarie223 2026-02-11T04:17:31Z My previous employer sent me a 1099-R, I did not take this money out of any account. Will I need to pay this money back? https://ttlc.intuit.com/community/retirement/discussion/my-previous-employer-sent-me-a-1099-r-i-did-not-take-this-money-out-of-any-account-will-i-need-to/01/3171314#M210415 Wed, 11 Feb 2026 04:17:31 GMT https://ttlc.intuit.com/community/retirement/discussion/my-previous-employer-sent-me-a-1099-r-i-did-not-take-this-money-out-of-any-account-will-i-need-to/01/3171314#M210415 sophiamarie223 2026-02-11T04:17:31Z Re: My previous employer sent me a 1099-R, I did not take this money out of any account. Will I n... https://ttlc.intuit.com/community/retirement/discussion/re-my-previous-employer-sent-me-a-1099-r-i-did-not-take-this-money-out-of-any-account-will-i-n/01/3171332#M210418 <P>What happened to the money? &nbsp;If they sent you a 1099-R, then they likely sent you a check or you were given the option to roll over the funds. &nbsp;When did you leave them and when was the money sent or moved? &nbsp;</P> <P>&nbsp;</P> <P>If it was a check and you never received it, you will need to contact the company to find out what happened.</P> <P>&nbsp;</P> <P>If it was a<A href="https://www.irs.gov/retirement-plans/plan-participant-employee/rollovers-of-retirement-plan-and-ira-distributions" target="_blank"> rollover</A> (you had 60 days to do so), you will just need to enter your 1099-R, then as you go through the additional questions after entering the 1099-R, it will ask you what you did with the money? &nbsp;Select that you rolled it over and follow through on those questions. &nbsp;If you meet the criteria for a rollover, then you will not have to pay taxes on the money from your retirement account.&nbsp;</P> Tue, 06 Feb 2024 23:26:16 GMT https://ttlc.intuit.com/community/retirement/discussion/re-my-previous-employer-sent-me-a-1099-r-i-did-not-take-this-money-out-of-any-account-will-i-n/01/3171332#M210418 Vanessa A 2024-02-06T23:26:16Z Re: My previous employer sent me a 1099-R, I did not take this money out of any account. Will I need to pay this money back? https://ttlc.intuit.com/community/retirement/discussion/re-my-previous-employer-sent-me-a-1099-r-i-did-not-take-this-money-out-of-any-account-will-i-need-to/01/3171341#M210421 <P>Did you have a loan on it you didn't pay back? &nbsp;</P> Tue, 06 Feb 2024 23:29:10 GMT https://ttlc.intuit.com/community/retirement/discussion/re-my-previous-employer-sent-me-a-1099-r-i-did-not-take-this-money-out-of-any-account-will-i-need-to/01/3171341#M210421 VolvoGirl 2024-02-06T23:29:10Z