Re: What is the document ID on a 1099-R form

What is the document ID on a 1099-R form

posted

You can try the following to find your Document ID:

Log into your financial institute's account. Your Account Number and Document Numbers are usually shown at the top.

Or...

Try downloading a printed copy (or PDF) of your consolidated statement. Your Document ID should be at the top of the first page.

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What is the document ID on a 1099-R form