How to Get a 1099R From Wells Fargo

Tax documents

Before you can start filing your taxes, you need to make sure you have all your tax documents in hand, including documents such as the 1099R. The 1099R is sent to you if you have distributions of more than $10 during the completed year. According to Form 1099-R from the IRS, distributions can be from pensions, annuities, retirement or profit-sharing plans, IRAs and/or insurance contracts. Wells Fargo and other financial and plan custodians mail these forms to recipients by Jan. 31, after the most recent completed year. If you believe you are supposed to receive this form but have not by Jan. 31, you can check your Wells Fargo account to access an electronic version of the tax document.

Things You'll Need

• Adobe Reader software (free download)

Instructions

1. Log on to your Wells Fargo account for online banking. Any tax documents you are owed are available electronically. The electronic versions are also typically posted before you receive a copy in the mail.

2. Go to your brokerage account summary, select Brokerage Accounts, followed by Statements & Documents.

3. 

   Save a copy of the tax form to your computer.

   Select 1099R and save a copy of the tax document to your computer and/or print a copy.

4. 

   Call your representative.

   Contact your Wells Fargo representative or call the Wells Fargo Investments Full Service Brokerage Accounts line at 1-800-TRADERS (1-800-872-3377) if you are unable to access your 1099R online.

5. Inform the Wells Fargo representative that you have not received a copy of the 1099R and cannot access an electronic copy from your account. Request that a copy be mailed to you and confirm the mailing address on file for any necessary corrections. You will not be charged for mailing the tax document.

Tips & Warnings

• Wait until after Jan. 31 before making any direct inquiry on your missing 1099R tax form. The IRS requires these tax documents be made available to all recipients no later than Jan. 31.

• Electronic version of tax document(s) are accessible to the primary owner of the account, based on the Tax Identification Number. If you have a joint account, the primary owner of the account will be the one with access.

• Some tax documents may be posted online earlier than others, but all IRS-required tax reporting documents are posted by Jan. 31.

References

• IRS: 2010 Form 1099-R

Resources

• Wells Fargo: Tax Document Questions