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I didn't get a 1099R in the mail, what do I do?

I withdrew from my retirement last year, but I didn't get a 1099R in the mail? do I proceed?
1 Reply
Intuit Alumni

I didn't get a 1099R in the mail, what do I do?

I would advice you to contact the trustee (issuer) to verify if you will be receiving one soon.  

As IRS will also receive a copy of your Form 1099-R, it is important for you to report the correct and consistent information to match their records.  

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