Contact the plan administrator for a copy for the 1099-R that is required for a distribution of $10 or more per the IRS instructions.
Specific Instructions for Form 1099-R
File Form 1099-R, Distributions From Pensions, Annuities,
Retirement or Profit-Sharing Plans, IRAs, Insurance
Contracts, etc., for each person to whom you have made
a designated distribution or are treated as having made a
distribution of $10 or more from profit-sharing or
retirement plans, any individual retirement arrangements
(IRAs), annuities, pensions, insurance contracts, survivor
income benefit plans, permanent and total disability
payments under life insurance contracts, charitable gift
annuities, etc.
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
