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Retirement tax questions
@effectivedepartures wrote:
Apologies for continuing to extend this thread, I've followed the steps you outlined for my similar situation -
TurboTax online seems to be requiring that I input the Payer's address and TIN for the 1099-R which I have not yet received. Is this actually required? How can I find this information?
If you never made a withdrawal before, try google, or try calling the custodian, it's not secret information. If you did previously make a withdrawal, copy the info from the old 1099-R.
March 18, 2025
8:25 PM