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Returning Member
posted May 31, 2019 6:41:18 PM

Do I need a 1099-R for a RMD from a self-directed SEP held at Vanguard? Do I generate it myself if so needed?

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1 Best answer
Level 15
May 31, 2019 6:41:21 PM

Yes, you do need the 1099-R.  Vanguard will issue it to you.  They have until February 1st to do so.

1 Replies
Level 15
May 31, 2019 6:41:21 PM

Yes, you do need the 1099-R.  Vanguard will issue it to you.  They have until February 1st to do so.