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.