ThomasM
New Member

Get your taxes done using TurboTax

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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