AnnetteB6
Employee Tax Expert

Retirement tax questions

You need to contact the financial institution that would have sent you the Form 1099-R and ask for a replacement copy. 

 

If you have an online account to manage your distributions, the Form 1099-R may be available to you online.

 

The Form 1099-R reports a lot of information about your retirement plan or IRA distribution that will be required in order to be sure that the correct amount is being taxed on your return.  

 

@EricaD77

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