How do I get my Form 1099-R?

Created by Anil Kumar Kumar Kotla, Modified on Thu, 25 Jan at 12:14 AM by Anil Kumar Kumar Kotla

Retirement plan issuers have until January 31st to mail out your 1099-R. You may also be able to download your 1099-R if they provide you with online access to this form.

If by mid to late February you have not yet received your 1099-R, we recommend you check with the issuer who holds your retirement plan.

The IRS also has an option where you can get a transcript of this documentation, but it may not be available during the standard filing period. More information can be found here.

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