Geno73
Returning Member

RMD 1099-R

Required to take a 2024 RMD. Took it legally in January, 2025.  Schwab says I will not get a 1099 until end of 2025!  I know amount that I am required to report! Did someone get a 1099-R from Charles Schwab for 2024 and can they tell me the payor address, ZIP and Payor's Federal ID number.  Schwab unhelpful yet info is not sensitive!