Solved: Yes, you do need the 1099-R. Vanguard will issue it to y...

Do I need a 1099-R for a RMD from a self-directed SEP held at Vanguard? Do I generate it myself if so needed?

posted

Yes, you do need the 1099-R. Vanguard will issue it to you. They have until February 1st to do so.

**Answers are correct to the best of my ability but do not constitute tax or legal advice.

Yes, you do need the 1099-R. Vanguard will issue it to you. They have until February 1st to do so.

**Answers are correct to the best of my ability but do not constitute tax or legal advice.

Do I need a 1099-R for a RMD from a self-directed SEP held at Vanguard? Do I generate it myself if so needed?