Pension RC Posted January 4, 2017 Posted January 4, 2017 A participant was paid an RMD in 2016, but she lost the check. Therefore, the check was cancelled and reissued in 2017. Should a 1099R be created for 2016 or 2017? What about if the payment was made through a third party distribution service? The plan wrote a check to the third party in 2016 and the third party sent the check to tyhe participant in 2016. In 2017, the third party cancelled their check and reissued. Does this situation have a different answer? Thanks for any responses!
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