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posted Apr 15, 2025 8:14:21 PM

If I cannot remember the bank my retirement disbursement came from, how do I complete the 1099-R?

I have my 1099-R. I do not know the financial institution associated with my retirement fund.

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1 Replies
Expert Alumni
Apr 15, 2025 8:20:03 PM

The financial institution is on your 1099-R in the top left corner.  See the screen shot below: