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Trying to import my 10-99R, it says to enter my TD bank account number, and the 11 digit doc # on the 10-99 itself to do so. How do I get the document ?
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You'll need to make a phone call to TD Ameritrade and see if they'll give you the doc # over the phone. They are in the process of preparing and sending out/posting the 1099-R forms this month. If they'll give you the number now, great; if not, then you may have to wait a week or two until they issue the document. See what they say.
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