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Get your taxes done using TurboTax
The company's website says that the pension plan is a defined benefit pension plan under ERISA. It is a very large, well known oil & gas company so I would fully expect them to send any required forms.
If I don't have the form from the company, do I simply fill out 1099-R to the best of my ability since I know the rollover amount?
May 28, 2023
12:07 PM