I received a 1099-R in the mail, but I never saw the check for it. It is from an retirement plan, and on Monday I plan to try and track down to see if I can get it reissued. However, do I still file it in my taxes if I never got the check/it is lost? And if I am able to get it reissued am I supposed to file it for this year or wait for next year?
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Why did you get the 1099R? What code is in box 7? Was it transferred or rolled over to another account? Did you have a loan you didn't pay back when you left? Could be many reasons why you got a 1099R and didn't get the money.
It depends. The 1099-R is required to be filed as income you received in 2023. Unless the plan administrator will issue a corrected form you should report it, however when you call make sure of what they will do because if they will issue a correction, you may receive another 1099-R in 2024.
Possible Scenario 2024: You report the 1099-R in 2023, they reissue the check, then send another 1099-R in 2024. You can use the following step to remove the 1099-R in 2024 after you enter it in your return.
Other Miscellaneous Income:
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