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we cashed in an ira last year. do we get a form from you for tax perposes?
robert, st petersburg, fl
February 5, 2015 10:42:48 PM
In reply to robert, st petersburg, fl
Hi Robert, thanks for connecting with us tonight. We're glad to assist with your IRA questions here at TD Helps.
If you took a distribution from your IRA in the past calendar year, then yes, TD Bank will mail you a 1099-R by January 31st of the following year. You'll also be glad to know that we recently finished mailing out all 1099's from this past year's tax season.
If you have any questions, please don't hesitate to give us a call 24/7 at 888-751-9000 or stop by your local TD Bank Store. Find your nearest Store location here: http://bit.ly/TDStores.
We hope this information is helpful Robert, but please don't hesitate to connect with us again with anything else you need!
Justin B, Mount Laurel
February 5, 2015 10:48:57 PM