Retirement tax questions

And if you have an Online account with the issuer, check for a PDF download of teh 1099-R forms in that account.

 

You might have set yourself up for only Electronic access to those 1099-R forms.

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Only one of my 3 providers mails out the forms...two I have set up to download myself from my accounts...the other will only mail them out.

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*