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March 4, 2015 02:26:06 PM
In reply to Karen, Natick
We appreciate you connecting with us on TD Helps today, Karen.
We'd like to take this opportunity to let you know that generally, the field for your State ID number on the 1099 form that you receive is not completed because taxes are usually not paid at the time of withdrawal or interest accumulation on your account(s). The State ID field is a way to track payments that have already made to the State on your behalf for tax purposes.
If you did submit payment to your State for tax purposes at the time of your IRA withdrawal, then this (and all other applicable fields) should be completed on your 1099 form. Feel free to give our IRA department a call at 800-231-8193 if you believe there was an error on your 1099 form that you received from TD Bank. The IRA department hours are 8am-6pm Monday-Friday and 9am-1:30pm Saturday.
Lastly, please understand the State ID does vary by State. To obtain the proper information for your 1099-R form, please feel free to contact our IRA Team at the number listed above. You also have the option to stop by your local TD Bank Store during the lobby hours for additional assistance. To find the nearest TD Store, please visit: http://bit.ly/TDStores.
Hope this helps and have a fantastic day!
Sandy D, Mount Laurel
March 4, 2015 02:26:53 PM