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    jgpncll's Avatar
    jgpncll Posts: 2, Reputation: 1
    New Member
     
    #1

    Jan 26, 2009, 08:52 PM
    Did not receive 1099R for 401k withdrawal
    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's Avatar
    MukatA Posts: 7,110, Reputation: 176
    Tax Expert
     
    #2

    Jan 27, 2009, 02:25 AM

    Wait for 1099. Contact your plan administrator, they must issue 1009.
    jgpncll's Avatar
    jgpncll Posts: 2, Reputation: 1
    New Member
     
    #3

    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's Avatar
    ScottGem Posts: 64,966, Reputation: 6056
    Computer Expert and Renaissance Man
     
    #4

    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's Avatar
    ebaines Posts: 12,131, Reputation: 1307
    Expert
     
    #5

    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.

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