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Robin D.
Robin D., Senior Tax Advisor 4
Category: Tax
Satisfied Customers: 13313
Experience:  15years with H & R Block. Divisional leader, Instructor
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I would like a 1099R form and 2014 pensions

Customer Question

I would like a 1099R form for 2013 and 2014 for my pensions
Submitted: 11 months ago.
Category: Tax
Expert:  Robin D. replied 11 months ago.

Hello

You can request that from the payer of the pension (which may be the faster way as they do keep copies) or you can get the information from the IRS.

A Wage and Income Transcript - shows data from information returns reported to the IRS, such as W-2s, 1099s and 1098s. You have to submit a form 4506 T if you request this information from the IRS.

The pension payer maybe able to send you an electronic copy.

If my answer addressed your question please rate below or above (let me know if you have difficulty as I believe the system changed), if you need more information reply below.

Expert:  Robin D. replied 11 months ago.

Please advise if you need more information but rating in a positive way is acceptable.