lwfickus
New Member

Retirement tax questions

Sounds as though you have a regular pension distribution statement (end of year).  Northern Trust issued 1099-R forms (not sure when, they are not dated).  Envelope looks much like those used for normal distributions.  They are marked as tax documents albeit in pretty much a normal font that can be easily overlooked.  I had to search for same as I missed it when it arrived.

l

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