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I took early distributions from my IRA during 2015 and had the Federal penalties withheld. When can I expect to receive my 2015 1099-R?
Jonathan, Westbury, NY
February 1, 2016 10:10:30 AM
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In reply to Jonathan, Westbury, NY
Thanks for reaching us on TD Helps, Jonathan. We'd be glad to discuss.
All TD Bank 1099-INT forms were generated and mailed by January 31, 2016. Please know that these forms were only sent out for Customers who earned at least $10.00 or more in interest for the previous year on their deposit accounts. You may wish to review your interest earned on your December, 2015 statements for all of your accounts which earn interest.
We ask that you allow 7-10 business days for the receipt of your tax documents.
If you have earned at least $10.00 or more in interest in the year of 2015; however, you have not received the tax from, we ask you contact us directly for assistance. You may give us a call, send a secure message or visit any TD Bank Store. To take a look at TD Stores and their hours please visit http://bit.ly/TDStores.
To connect with one of our Banking Specialists, you can call 888-751-9000 24/7 and upon verification, they will be able to provide you the total interest you eared and they can submit a request for a copy of your 1099-INT form .
To send a secure message you must first logon to your TD Bank online profile. You can do so by clicking here: http://bit.ly/1eaISlq. On the left hand side, you should see an option to "Send a secure message" located in the “Message Center."
We hope this clears things up, Jonathan and have a good day.
Megan K, Mount Laurel
February 1, 2016 10:11:01 AM