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technicalfreethrow
Returning Member

Am I required to file if I made less than the minimum income amount last year but have a 1099-R?

My W-2, Box 1 is < $14,600 for the filing status with around $475 Federal Income Tax Withheld and only working for around half of the year. On my 1099-R, my Box 1 and Box 2a is around $120, with Box 4 at $0.00 and a Distribution Code of 1. Should I/Do I need to file for 2024? 

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2 Replies

Am I required to file if I made less than the minimum income amount last year but have a 1099-R?

Well, if you would like the $475 of federal taxes withheld refunded to you, it would be necessary to file a tax return for 2024.

Am I required to file if I made less than the minimum income amount last year but have a 1099-R?

Well you should file to get back the federal withholding on the W2.  And you do need to file for the 1099R with code 1.

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