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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."
In that case, the plan was definitely required to issue a Form 1099-R for the distribution that was rolled over to the IRA. As NCperson said, contact the plan to obtain the missing form.
May 28, 2023
5:59 PM
1,247 Views