BobKamman
Level 15
02-18-2021
10:47 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
@Chris268 "I think this should be reported on the 1040 on Line 4 for pensions but I don't think that's possible without the 1099-R. I have included it on Line 8 of Additional Income as Other Income."
Certainly possible under tax law, maybe not possible under IRS and commercial software rules. I did look it up, and a 1099-R is required for any payments of $10 or more. It would help if you would name the case -- JP Morgan has lots of class-action irons in the fire.