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View Full Version : Did not receive 1099R for 401k withdrawal


jgpncll
Jan 26, 2009, 08:52 PM
In January or 2008 I changed jobs. In February or march I decided to withdraw my 401k. I attempted to do my taxes tonight on turbo tax. I was unable to do my taxes because I did not receive a 1099R form. All I received was the check and stub stating the amount before federal taxes, the amount of federal taxes withheld and the actual amount checked.

How do I go about doing my taxes correctly if I did not receive a 1099R form?

Any help leading me in the right direction will be greatly appreciated.

MukatA
Jan 27, 2009, 02:25 AM
Wait for 1099. Contact your plan administrator, they must issue 1009.

jgpncll
Jan 27, 2009, 06:16 AM
I got the distribution back in April. Should it take this long for them to send me the 1099?

ScottGem
Jan 27, 2009, 08:02 AM
1099s, like W2 are required to be mailed by January 31 of the following year. So the form is not late yet.

However, the stub you have contains the information you need.

ebaines
Jan 27, 2009, 10:20 AM
This year institutions have until Feb 17 to send out 1099 forms, so you may not receive it until a few days or a week after that. If you don't rceive it by the end of February, contact the 401(k) plan administrator.