Sent Money From a 401K That Was Closed But Did Not Get a 1099-R

[GaryMcB]

I received a payment in 2020 (less than $100) from a 401K that I had rolled over years before. Apparently it was due to some bookkeeping error on their part. I did not roll this payment into any other retirement plan. The 401K administrator sent a letter with it saying I would receive a 1099-R but what I got was just a statement saying this was a "Termination claim", the amount, account number.

I'm not sure how to claim this as income. I was older than 59.5 in all of 2020.

[ColeenD3 · Accepted solution]

File a Form 4852.

This form serves as a substitute for Forms W-2, W-2c, and 1099-R and is completed by taxpayers or their representatives when:

• Their employer or payer does not give them a Form W-2 or Form 1099-R, or
• An employer or payer has issued an incorrect Form W-2 or Form 1099-R.

Click on "What if I don't have my 1099-R" at the bottom of the screen.