- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
@ dcaponi
That doesn't look like a 1099-R or even have all of the same info. It says "Distribution Statement" and appears to have some of their system parameters of a distribution I presume you received. While it has some entries that has info for their preparation of a 1099-R, it does not appear to be an actual 1099-R.
Are you not finding an actual Form 1099-R in your online Vanguard account and labeled as such?
If not, phone Vanguard tomorrow and ask them how to get a copy of your actual Form 1099-R. They can also explain that distribution statement.
May 17, 2021
12:10 AM