How to Get a 1099R From Wells Fargo

A 1099R is a tax form you receive when you take a distribution from a pension, IRA or another retirement account. If you got a distribution from a Wells Fargo account of that type, they should send you the form in the mail, and it may be available online as well.

How to Get a 1099R From Wells Fargo
Image Credit: SARINYAPINNGAM/iStock/GettyImages

When 1099R Forms Are Issued

If you received a distribution of $10 or more from a pension, IRA, retirement plan, annuity or a similar type of account, you should receive a 1099R tax form from the financial institution managing the plan or account. You'll likely need the information from that form to file your income taxes, and you should receive the forms by the end of February. If you have multiple qualifying accounts with Wells Fargo, you might receive multiple forms.

If you're a Wells Fargo customer receiving a 1099R form from Wells Fargo, the bank should mail it to you early in the following year, giving you time to file your taxes. If you use Wells Fargo online banking, you can access tax forms online as well. From the Wells Fargo website, you can view your tax forms, save them to your computer or print them out to submit them when filing your taxes. Some tax forms may be available earlier than others, so you can check back if not all of your forms are yet accessible online.

You can generally view up to 10 years worth of tax forms through Wells Fargo's online banking site.

If You Don't Get Your Form

If you think that you should receive a 1099R form from Wells Fargo, but it doesn't arrive in the mail by the end of February, you can check online to see if it's available through Wells Fargo's online banking portal.

If you don't see the form there either, or you don't use online banking, you can give Wells Fargo a call to confirm you're actually receiving the form and see what the status of the mailing is. Remember, Wells Fargo won't send the form to you if you received less than $10 in qualifying distributions.

If you contact Wells Fargo or any other company that should be sending you tax forms and they still fail to get them to you by the end of February, you can contact the Internal Revenue Service. You can also contact the IRS if the forms have incorrect information on them. The IRS will contact the company that should be sending you the forms and also send you an alternate form that you can use to file your taxes if you don't get the usual forms by the filing deadline.

references