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Retirement tax questions
"11-digit number found at the top right of the form"
Several financial institutions require a specific and proprietary document ID number as part of the importing log-in process. If it's not on your form, it might be visible when you view the 1099 within your financial account. If you still can't find it, you can talk to the financial institution and ask them exactly where you can get it. Or you can enter the 1099 manually.
‎February 14, 2024
2:43 PM