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New Member
posted Feb 16, 2025 2:04:03 PM

if I have 2 IRAs at a financial company, I take distributions from both IRAs, will I get 2 1099Rs? or will distributions be combined in 1 form

0 2 1008
2 Replies
Level 15
Feb 16, 2025 2:05:57 PM

Probably a 1099R from each account.   Ask the company.  

Level 15
Feb 16, 2025 2:07:32 PM

If you can log into your IRA accounts the 1099R should be posted so you can download it if you haven’t received it in the mail yet.  Check each account.