AnnetteB6
Expert Alumni

Retirement tax questions

If you received a Form 1099-R and you have not taken any distributions or direct rollovers of any retirement accounts or IRA accounts, then you should contact the company shown on the Form 1099-R to request more information.  

 

Be sure that the Social Security number shown on the form is yours.  It is possible there was some sort of mix-up.

 

@Kelsey7763 

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