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View Full Version : Did not receive 1099-R yet?


smallfriend3
Feb 6, 2010, 05:35 AM
I made a withdrawal on my 401k this year and did not receive a 1099-R. I have the payment record and it says "If applicable, an IRS form 1099-R will be sent to you early next year". Do I include this information this year or wait until next year? I had taxes taken out already.

ebaines
Feb 8, 2010, 09:05 AM
If the withdrawal was made in 2009, you must report it as income on your 2009 tax return. The institution is supposed to mail out all 1099-R forms by Feb 1, 2010 - so maybe it's in the mail. If you are anxious about this, perhaps you can download a copy from your acount on the firm's web site, or you can call to verify they sent it out.