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D
drgnhrt0708
February 3, 2025
Question

What is the document ID on a 1099-R form

  • February 3, 2025
  • 1 reply
  • 0 views
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    1 reply

    T
    TomK2023
    February 3, 2025

    You can try the following to find your Document ID:

     

    Log into your financial institute's account.  Your Account Number and Document Numbers are usually shown at the top.
     

    Or...
     

    Try downloading a printed copy (or PDF) of your consolidated statement.  Your Document ID should be at the top of the first page.
     

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