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April 15, 2025
Question

I didn’t get a 1099 form yet I withdrew my IRA money early.

  • April 15, 2025
  • 1 reply
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Do I have to report the withdrawal to the IRS?

1 reply

April 15, 2025

Yes, you have to enter a 1099R for money you took from a retirement account in 2024.   Go to the plan's website to see if you can import it or download it to enter by hand.  Or call them and ask how to get your 1099R.

 

 

To enter your retirement income, Go to  Federal> Wages and Income>Retirement Plans and Social Security>IRA  401 k) Pension Plan Withdrawals to enter your 1099R.

 

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**