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After you file
You get your 1099R from the bank or financial institution that handles your retirement account. If they did not send your 1099R in the mail then try going to their web site or phone them to ask. Some financial institutions are partnered with TT so that you can import your 1099R, but you will need the user ID and password for the retirement account.
**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**
March 17, 2024
5:57 PM