1099 R Form UT 2025

1099 R Form UT: What You Should Know

You can check the number of returns filed in 2025 with distributions of 10,000 or more and get a general idea  Your 1099-R with Form 1095-A (or 1095-B, S, or P) may be filed with your 2025 tax return. Form 1095-A will include a Statement of Information. You will need to attach an attached list of income source information for every source of income. On this form, you will attach TRS 1099-R.  For the 2025 tax year, TRS reported a net payment of 3,850,00 to its 401(k) plan. The plan was a TSP in 2025 and was not listed on TRS 1099-R. If you received a withdrawal using a TSP plan, or received a TSP distribution, and it was not listed on TRS 1099-R, then the Form 1099-R will show a tax paid to your employer in an amount equal to the amount not withheld from your paycheck. You will have to file Form 1048X (Self-Employee's Tax Return) and submit Form 1099-R. Example:  If your company distributed cash to you in 2025 (by way of an annual payment), and did not include it in your TRS 1099-R, then you will have to attach a tax paid to your employer in the amount of the withdrawal for you to claim your tax withheld. This withdrawal would be reported on Form 1096-Q (Form 1040X). You probably will not be able to claim the tax withheld from your paycheck until 2019, based on your tax return filed in 2017.  Example: If TRS reported a net payment of 3,850,00  In 2017, you received a 1,225,000 cash payment from TRS. This amount was reported to your income tax return and was not reported to TRS 1099-R. For 2025 and 2019, TRS reported net payments of 1,500,000 and 1,300,000. For those years,  You reported a 1,225,000 cash payment from TRS to your income taxes.

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