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When will a participant receive tax information (Form 1099-R) for a required minimum distribution?

April 26, 2017distribution form minimum participant tax

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When will a participant receive tax information (Form 1099-R) for a required minimum distribution?

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A Form 1099-R will be attached to all distribution checks, unless the distribution is issued from a Periodic Payment or Deferred account. In that case a 1099-R will be issued prior to January 31 and sent to the participant’s home address.