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posted Jun 24, 2025 10:54:16 AM

Can someone tell me where EXACTLY I can find the Account number and Doc ID on my Vanguard 1099-R form? Hard to find on the form. Called Vanguard service, no help.

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2 Replies
Level 15
Jun 24, 2025 11:08:32 AM

Well here's mine.  Upper Right. Yikes, I edited it to remove my Doc ID & Acct number.  

 

Level 15
Jun 24, 2025 11:12:42 AM

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