topic I took an early withdrawal from my 401(k). I did not recieve a 1099-R and have been told I will not be receiving one. how do I report this income? in Retirement tax questions

I took an early withdrawal from my 401(k). I did not recieve a 1099-R and have been told I will not be receiving one. how do I report this income?

wcross — Thu, 19 Mar 2020 14:51:33 GMT

Re: I took an early withdrawal from my 401(k). I did not recieve a 1099-R and have been told I will not be receiving one. how do I report this income?

DoninGA — Thu, 19 Mar 2020 14:54:35 GMT

If the distribution was NOT a loan, then the payer of the distribution is required by law to provide you a Form 1099-R for the distribution made in 2019.

Contact the payer and request the Form 1099-R. If they refuse to provide the 1099-R the follow the steps in the this IRS Tax Topic - https://www.irs.gov/taxtopics/tc154

Re: I took an early withdrawal from my 401(k). I did not recieve a 1099-R and have been told I will not be receiving one. how do I report this income?

wcross — Thu, 19 Mar 2020 15:11:48 GMT

Thanks for the reply. Is the payer considered the company I worked for or Morgan Stanley who issued the check? @DoninGA

Re: I took an early withdrawal from my 401(k). I did not recieve a 1099-R and have been told I will not be receiving one. how do I report this income?

DoninGA — Thu, 19 Mar 2020 15:18:33 GMT

It would be Morgan Stanley since they are the payer and probably the administrator of the 401(k) account.