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How can i get form for tax purposes if i receive retirement benefits?

i receive a monthly retirement check and i need the form report for income tax

Jan 25, 2015 by robert in  |  Flag
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3 votes
Brian G Mahoney Level 6

I would like to add, you need to verify that the information on your tax forms (1099-R) match up with the end of the year statement for your plan. If you do discover an error, have them correct it, which includes a corrected 1099-R sent to you and the IRS.

Comment   |  Flag   |  Jan 28, 2015 from Tampa, FL

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Robert,

I assume from your question that you are receiving this monthly retirement check from a defined benefit pension plan. In these situations, the custodian of the retirement plan must send you a Form 1099-R by January 31, much like an employer gives employees a W-2 form. If you have issues with the custodian you may want to contact your plan administrator.

Comment   |  Flag   |  Jan 30, 2015 from Hollywood, FL

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In most such situations, the custodian of the retirement plan must send you a Form 1099-R by January 31. You may need to contact the custodian if you don't receive it by February 10 or so.

Comment   |  Flag   |  Jan 25, 2015 from Clackamas, OR

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Robert, depending on the type of retirement plan you are receiving income from you may need to contact different entities for your 1099-R. If you are receiving income from a 401(k) Plan or profit sharing plan, you should contact the custodian of the plan (where the assets are being held ie Vanguard, Fidelity, etc.) If you are receiving income from an employer sponsored pension plan you may need to contact your old employer's HR department to find out if they are issuing the 1099-Rs or if the custodian of the pension plan assets is issuing them. In any case, the 1099-Rs are required to be mailed in most cases by January 31st, so you should have your form by the end of the first week in February.

Comment   |  Flag   |  Jan 27, 2015 from Vienna, VA

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