Why sign in to the Community?

  • Submit a question
  • Check your notifications
Sign in to the Community or Sign in to TurboTax and start working on your taxes
New Member
posted Jun 1, 2019 6:31:10 AM

An account number is shown below box 10 on Form 1099R and says see instructions. Where ?

0 1 5435
1 Best answer
Level 6
Jun 1, 2019 6:31:25 AM

The See Instructions is for the entity that issued your pension or retirement plan distribution 1099-R form.  It is not for the recipient.

If you are the issuer of the 1099-R, then click the IRS link below and view the Account Number instructions on Page 9.

https://www.irs.gov/pub/irs-pdf/i1099r.pdf

1 Replies
Level 6
Jun 1, 2019 6:31:25 AM

The See Instructions is for the entity that issued your pension or retirement plan distribution 1099-R form.  It is not for the recipient.

If you are the issuer of the 1099-R, then click the IRS link below and view the Account Number instructions on Page 9.

https://www.irs.gov/pub/irs-pdf/i1099r.pdf