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February 16, 2025
Question

if I have 2 IRAs at a financial company, I take distributions from both IRAs, will I get 2 1099Rs? or will distributions be combined in 1 form

  • February 16, 2025
  • 2 replies
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    2 replies

    VolvoGirl
    Employee
    February 16, 2025

    Probably a 1099R from each account.   Ask the company.  

    VolvoGirl
    Employee
    February 16, 2025

    If you can log into your IRA accounts the 1099R should be posted so you can download it if you haven’t received it in the mail yet.  Check each account.