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I received a 1099-R form and did not receive what they are claiming I did and I need help? I’ve tried every possible way to get ahold of them including voicemails & email

It is Randall Hurley or Charles Schwab Trust Bank. Neither will contact me back. Help because I don’t want to misfile.
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2 Replies

I received a 1099-R form and did not receive what they are claiming I did and I need help? I’ve tried every possible way to get ahold of them including voicemails & email

@aliyah-callihan what code is in Box 7? 

I received a 1099-R form and did not receive what they are claiming I did and I need help? I’ve tried every possible way to get ahold of them including voicemails & email

@aliyah-callihan   You could have got it for many reasons.  What kind of account?  Is it from a IRA or 401K  account?  Did you do  anything in that account, like move it to another plan or did you have a loan on it you didn't pay back?  

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