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ghbrooks4
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Can someone tell me where EXACTLY I can find the Account number and Doc ID on my Vanguard 1099-R form? Hard to find on the form. Called Vanguard service, no help.

 
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2 Replies

Can someone tell me where EXACTLY I can find the Account number and Doc ID on my Vanguard 1099-R form? Hard to find on the form. Called Vanguard service, no help.

Well here's mine.  Upper Right. Yikes, I edited it to remove my Doc ID & Acct number.  

 

1099R Vanguard.jpg

Can someone tell me where EXACTLY I can find the Account number and Doc ID on my Vanguard 1099-R form? Hard to find on the form. Called Vanguard service, no help.

On an IRS Form 1099-R there is not an account number and a Document ID required to be entered on the tax return.

If you have a paper 1099-R or a PDF of the 1099-R, there may be an account number box in the lower left of the form. 

See IRS Form 1099-R for tax year 2024 - https://www.irs.gov/pub/irs-prior/f1099r--2024.pdf

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