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