Retirement tax questions

And....what are you trying to do?   How is it possible that you have the plan number but have no idea what financial institution holds the plan?   Did you take money out of the plan?  If so, you will receive a 1099R in late January/mid February that will have all of the pertinent information to enter on your tax return.

**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.**