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wrwcld
February 1, 2025
Question

How to get a copy of a 1099-R but you don’t know the financial institution from which it would come?

  • February 1, 2025
  • 1 reply
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    xmasbaby0
    Employee
    February 1, 2025

    Did you get one last year?  You could look at last year's return and go through the worksheets to see what you entered.  Or.....when you took money out of a retirement account-----how did you do that?   What financial institution did the money come from?

    **Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**
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