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Level 4
December 7, 2019
Solved

WHERE DO I SHOW RMD THAT IS FOR 2018 (TSP letter of 03001019) BUT DID NOT RECEIVE A 1099?

  • December 7, 2019
  • 1 reply
  • 3 views
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Best answer by IRonMaN

Did they actually take out a distribution?

1 reply

IRonMaN
IRonMaNAnswer
Level 15
December 7, 2019

Did they actually take out a distribution?

Slava Ukraini!
rbynaker
Level 13
December 7, 2019
Ugh.  I hate all this online stuff now.  A lot of times the client has no idea that they clicked somewhere and "opted in" to receive online tax forms.  If there was a distribution, I'd bet there's a 1099-R for it.  Client probably just needs to login somewhere and download it.