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Retirement tax questions
On an IRS Form 1099-R there is not an account number and a Document ID required to be entered on the tax return.
If you have a paper 1099-R or a PDF of the 1099-R, there may be an account number box in the lower left of the form.
See IRS Form 1099-R for tax year 2024 - https://www.irs.gov/pub/irs-prior/f1099r--2024.pdf
‎June 24, 2025
11:12 AM