How do I get my Form 1099-R?

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.

This content is provided for informational purposes only and should not be construed as tax, legal, financial, accounting, or other advice. Rules and regulations vary by location and are subject to change, so please consult with an expert if you need advice specific to you.

Any third-party links are provided for informational purposes only. The third parties and their sites are not endorsed by Beem and Beem is not responsible for, and has no control over, their content, privacy policies, or terms of service.