russian rocket Posted January 22, 2011 Report Share Posted January 22, 2011 who sends you a 1099-r form? previous employeer, irs, or the company that managed my 401k? last year i cashed out my 401k so that i could purchase my house. i know i will get taxed again on it on this years tax return but i havnt received anything in the mail yet and i am not to sure on who to contact about it. i know its still probably a bit early but i am just trying to get everything together and the 1099 and my w2 are the only things i have left Quote Link to comment Share on other sites More sharing options...
Radio Flyer1647545514 Posted January 22, 2011 Report Share Posted January 22, 2011 I went and got mine from the local library. If you're wondering who's going to send you the form with the figures it should be the company that managed the 401k. I'm pretty sure I got my money from my stocks that way. Quote Link to comment Share on other sites More sharing options...
russian rocket Posted January 22, 2011 Author Report Share Posted January 22, 2011 I went and got mine from the local library. If you're wondering who's going to send you the form with the figures it should be the company that managed the 401k. I'm pretty sure I got my money from my stocks that way. yep, i need the one with the numbers filled in. jp morgan managed my 401k when i worked for coca cola, i take it i should be contacting them on monday? Quote Link to comment Share on other sites More sharing options...
LJ Posted January 22, 2011 Report Share Posted January 22, 2011 If you call them they will just advise you that all 1099's will be mailed by the 25th and received by the 31st and to call back if you don't receive anything by the 31st. Quote Link to comment Share on other sites More sharing options...
Nitrousbird Posted January 23, 2011 Report Share Posted January 23, 2011 I'm not sure if the tax laws changed at all, but back in 2002, you were able to not be penalized for early withdrawl up to $10,000 on retirement money used to purchase a home (may have been first home, I can't recall if that was a stipulation). Quote Link to comment Share on other sites More sharing options...
LJ Posted January 23, 2011 Report Share Posted January 23, 2011 I'm not sure if the tax laws changed at all, but back in 2002, you were able to not be penalized for early withdrawl up to $10,000 on retirement money used to purchase a home (may have been first home, I can't recall if that was a stipulation). I believe you have to prove that it was cheaper to use your 401k monies than to have to purchase PMI or a second mortgage now. Quote Link to comment Share on other sites More sharing options...
russian rocket Posted January 23, 2011 Author Report Share Posted January 23, 2011 If you call them they will just advise you that all 1099's will be mailed by the 25th and received by the 31st and to call back if you don't receive anything by the 31st. gay... oh well, thanks Quote Link to comment Share on other sites More sharing options...
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