DeniseF1
New Member

Retirement tax questions

If you did not have an account with this company and did not receive the funds from this distribution, you do not have to file the 1099-R, but I highly recommend you contact the Internal Revenue Service by phone and via mail with a copy of the tax form and a letter explaining the issue.  

If you do have an account and believe this was sent in error, it is important to try to reach them because obviously your account has been reduced by $11,000 and reported to the IRS.

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