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April 16, 2025
Question

If I cannot remember the bank my retirement disbursement came from, how do I complete the 1099-R?

  • April 16, 2025
  • 1 reply
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I have my 1099-R. I do not know the financial institution associated with my retirement fund.

1 reply

SharonD007
April 16, 2025

The financial institution is on your 1099-R in the top left corner.  See the screen shot below:

 

 

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