You'll need to sign in or create an account to connect with an expert.
You'll need to make a phone call to TD Ameritrade and see if they'll give you the doc # over the phone. They are in the process of preparing and sending out/posting the 1099-R forms this month. If they'll give you the number now, great; if not, then you may have to wait a week or two until they issue the document. See what they say.
You'll need to make a phone call to TD Ameritrade and see if they'll give you the doc # over the phone. They are in the process of preparing and sending out/posting the 1099-R forms this month. If they'll give you the number now, great; if not, then you may have to wait a week or two until they issue the document. See what they say.
Still have questions?
Make a postAsk questions and learn more about your taxes and finances.
mzkytx2020
Level 2
JaredF
New Member
passiveobserver
Level 2
pengys
New Member
johnsla67
New Member
Did the information on this page answer your question?
You have clicked a link to a site outside of the TurboTax Community. By clicking "Continue", you will leave the Community and be taken to that site instead.