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I closed out an IRA account last year and have not received my tax information.
February 7, 2015 12:46:22 PM
In reply to James, Zephyrhills
Hello, James, we appreciate you visit at TD Helps and would be happy to help.
TD Bank 1099-R forms for your IRA distribution in 2014 were generated and mailed to our Customers by January 31, 2015. Please allow 7-10 business days for delivery.
If you don't receive the copy within the time frame mentioned, you may feel free to give us a call, send a Secure Message or visit any TD Bank Store during normal lobby hours to request a copy. You may choose the option that is most convenient for you!
To connect with one of our Banking Specialists, you can call 888-751-9000 24/7 and upon verification, they will be able to help. If you prefer to send a secure message, you must first be enrolled in Online Banking and to start the process please visit here: http://bit.ly/1lU2qfY. Keep in mind that you will need your account number, ATM/Visa Debit Card number and email address. Once enrolled, you may send a secure message by selecting "Send a secure message" located on the left hand side of the page, beneath "Message Center."
You are always more than welcome to visit your local TD Bank store during lobby hours to for further assistance. You can find our current locations here: http://bit.ly/TDStores.
We hope this helps and please let us know if you have any other questions. Enjoy your weekend.
Yen D, Mount Laurel
February 7, 2015 12:51:39 PM