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  • Taxpayers should receive Form 1099-R for any distributions of $10 or more, from any type of retirement plan.

  • Taxpayers who have not received their 1099-R form by February 15th, and have made efforts to obtain their 1099-R with no results, are able to complete Form 4852 substitute 1099-R.

    ℹ️ In a typical year with no extensions, Form 1099-R must be issued to taxpayers no later than January 31st.

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